# MDT Advisers, a Division of Federated Mdta LLC

> MDT Advisers, a Division of Federated Mdta LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 1997, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 109355
- Filed as: MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC
- Legal name: Federated Mdta LLC
- Also doing business as: FEDERATED MDT ADVISERS, MDT ADVISERS, MDT ADVISERS, A FEDERATED ADVISORY COMPANY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109355
- AdvisorCensus page: https://advisorcensus.com/firm/mdt-advisers-a-division-of-federated-mdta-llc-boston-ma-109355

## Quick answers

**How is MDT Advisers, a Division of Federated Mdta LLC compensated?**
On its Form ADV (Item 5.E, October 2026), MDT Advisers, a Division of Federated Mdta LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is MDT Advisers, a Division of Federated Mdta LLC located?**
MDT Advisers, a Division of Federated Mdta LLC's principal office is in Boston, MA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is MDT Advisers, a Division of Federated Mdta LLC registered with the SEC or a state?**
MDT Advisers, a Division of Federated Mdta LLC is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 109355.

**How much does MDT Advisers, a Division of Federated Mdta LLC manage?**
MDT Advisers, a Division of Federated Mdta LLC reports $25,945,922,671 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).

**How have MDT Advisers, a Division of Federated Mdta LLC's assets and staff changed since 2021?**
In the Form ADV data for MDT Advisers, a Division of Federated Mdta LLC: Regulatory assets under management: $5,350,765,431 in the October 2021 data and $25,945,922,671 in the October 2026 data, up 385%. Total employees: 22 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MDT Advisers, a Division of Federated Mdta LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,955); high net worth individuals (253); pension and profit sharing plans (but not the plan participants or government pension plans) (65).

**Which custodians does MDT Advisers, a Division of Federated Mdta LLC use?**
MDT Advisers, a Division of Federated Mdta LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists UBS Financial Services Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does MDT Advisers, a Division of Federated Mdta LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109355

**What changed in MDT Advisers, a Division of Federated Mdta LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- UBS Financial Services Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $25,945,922,671
- Discretionary: $25,945,922,671
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,955 | $504,926,169 |
| High net worth individuals | 253 | $486,387,719 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 19 | $23,360,491,657 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $1,181,867,622 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 65 | $356,312,176 |
| Charitable organizations | 16 | $10,003,717 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 49 | $45,933,611 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 1997 (28 years)
- Employees: 21 total, 19 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- [federatedhermes.com/US/HOME.DO](https://federatedhermes.com/US/HOME.DO)
- Facebook @FEDERATEDHERMESINC
- LinkedIn @FEDERATED-HERMES
- X @FEDERATEDHERMES
- YouTube @FEDERATEDHERMESINC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,350,765,431 | 22 | March 16, 2021 |
| October 2022 | $6,515,480,624 | 23 | March 29, 2022 |
| October 2023 | $5,030,757,013 | 20 | July 28, 2023 |
| October 2024 | $6,672,121,507 | 17 | August 22, 2024 |
| October 2025 | $11,663,958,404 | 20 | March 14, 2025 |
| October 2026 | $25,945,922,671 | 21 | September 8, 2026 |

Regulatory assets under management: $5,350,765,431 in the October 2021 data and $25,945,922,671 in the October 2026 data, up 385%.
Total employees: 22 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 14 to 19.
- Regulatory assets under management went from $11,663,958,404 to $25,945,922,671 (+122%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MDT Advisers, a Division of Federated Mdta LLC (CRD 109355): Form ADV filing data as of October 2026.