Federated Mdta LLC is a large advisory firm based in Boston. It manages $4.22 billion of regulatory assets for 4,081 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Federated Mdta provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, educational seminars and workshops, and adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Federated Mdta LLC is $4.22 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and $5.21 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Federated Mdta LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of John Christopher Donahue is investment companies with 8 clients and $3.54 billion of assets under management. Among the 7 most similar advisory firms, Federated Mdta has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $4.22 billion for 928 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Federated Mdta also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 22 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
John Christopher Donahue has been acting as President since 1 Jul 2006. Stephen Frank Auth has served as the Chief Investment Officer since 1 Mar 2009. Stephen Paul Van Meter joined the executive team most recently as the Chief Compliance Officer.
The principal office where Federated Mdta LLC performs its advisory services is located at 125 High Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-235-7100 or by fax 412-288-3939. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at federatedinvestors.com.