Data / Investment advisers / Massachusetts / MDT Advisers, a Division of Federated Mdta LLC
MDT Advisers, a Division of Federated Mdta LLC, Boston, MA: $25.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
MDT Advisers, a Division of Federated Mdta LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $25.9 billion in regulatory assets under management in its Form ADV filed September 8, 2026. Its clients include investment companies, pooled investment vehicles and individuals. It is paid through a percentage of assets under management and performance based fees.
The request: Watch MDT Advisers, a Division of Federated Mdta LLC (CRD number 109355): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 109355
- SEC file number
- 801-55094
- SEC status
- Approved, effective November 13, 1997
- Legal name
- Federated Mdta LLC
- Main office
- 125 High Street Oliver Street Tower, 21st Floor, Boston, MA 02110
- Phone
- (617) 235-7100
- Regulatory AUM
- $25,945,922,671 in the Form ADV filed September 8, 2026
- Discretionary AUM
- $25,945,922,671
- Accounts
- 2,360
- Employees
- 21, of which 19 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 19 | $23.36 billion |
| Pooled investment vehicles | 3 | $1.18 billion |
| Individuals (other than high net worth individuals) | 1,955 | $504.9 million |
| High net worth individuals | 253 | $486.4 million |
| Pension and profit sharing plans | 65 | $356.3 million |
| Corporations or other businesses | 49 | $45.9 million |
| Charitable organizations | 16 | $10 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $25.95 billion | March 16, 2026 |
| December 1, 2025 | $11.66 billion | March 14, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 55ip | Boston | $36.74 billion | Not listed | adviserinfo.sec.gov |
| The Putnam Advisory Company, LLC | Boston | $33.19 billion | 3 | adviserinfo.sec.gov |
| PSG Equity L.L.C. | Boston | $30.18 billion | 56 | adviserinfo.sec.gov |
| Westfield Capital Management Company, L.P. | Boston | $29.81 billion | 2 | adviserinfo.sec.gov |
| Berkshire Partners LLC | Boston | $29.00 billion | 26 | adviserinfo.sec.gov |
| The Baupost Group, L.L.C. | Boston | $24.68 billion | 12 | adviserinfo.sec.gov |
| Longfellow Investment Management Co. LLC | Boston | $23.44 billion | Not listed | adviserinfo.sec.gov |
| Capital Advisors Group, Inc | Boston | $23.03 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- MDT Advisers, a Division of Federated Mdta LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.