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Hancock Natural Resource Group, Inc (Boston)


Hancock Natural Resource Group, Inc is a large advisory firm based in Boston. It manages $4.14 billion of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2001.

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Hancock Natural Resource Group provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and real estate investment advisory services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hancock Natural Resource Group: assets under management

The assets under management (AUM) of Hancock Natural Resource Group, Inc is $4.14 billion. The firm's AUM has grown by 29% since the beginning of its operation, and $523.27 million of the total AUM is attributable to clients outside of the United States.


The firm manages $3.32 billion in discretionary accounts and $818.99 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $184.43 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $91 million.
Hancock Natural Resource Group has custody of $13.67 billion in cash and securities for 59 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 75% of the total AUM. The second-largest asset type is other assets, which make up 24% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hancock Natural Resource Group, Inc 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.

What kind of clients Bruce C. Mcknight serves?

The firm provides services to pooled investment vehicles and state or municipal government entities. The largest group of clients of Bruce C. Mcknight is pooled investment vehicles with 13 clients and $3.18 billion of assets under management. Among the 13 most similar advisory firms, Hancock Natural Resource Group has the 3rd highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $3.48 billion for 18 clients. 17% of the firm’s clients are foreign persons or businesses.

Hancock Natural Resource Group also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Hancock Natural Resource Group, Inc

The company employs 585 people that are either part- or full-time employees. 13 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Bruce C. Mcknight has been acting as President since 1 Mar 2014. Daniel Paul Christensen joined the executive team most recently as the Director.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Christopher Michael Ford Vice president and chief financial officer 1 Apr 1990 Other 4372161
Daniel Paul Christensen Senior vice president 1 Feb 1992 Other 4372122
John Hancock Subsidiaries Llc Shareholder 1 Dec 1994 75% - 100% 04-2687223
Inc. John Hancock Subsidiaries Shareholder 1 Dec 1994 75% - 100% 04-2687223
Jeffrey Alan Conrad Senior vice president 1 Jan 1995 Other 4372127
Jane Turner Phillippi Director 1 Jan 1995 Other 4372153
Barry Louis Shemin Director 1 Jan 1995 Other 1734384
Mary Kathleen Gallagher Director 1 Feb 1995 Other 4372155
Marjorie Ann Dolan Vice president and compliance officer 1 Sep 1997 Other 4372136
William Caldwell Coleman Ceo, president, director 1 Mar 1998 Other 1629726
Thomas Shawn O'keefe Counsel 1 May 1998 Other 4372130
Clark Shepard Binkley Senior vice president 1 Jul 1998 Other 4372126
John Michael Deciccio Director 1 May 2000 Other 1936163
Deborah Hanaway Mcaneny Director 1 May 2000 Other 4372143
Gregory Peter Winn Director 1 Aug 2000 Other 2492423
Jeanne M Livermore Director 1 Nov 2000 Other 1936162
Susan Fleck Gill Acting controller 1 Jan 2001 Other 4372139
Stephen Lee Brown Chairman 1 Nov 2001 Other 1466434
Susan Fleck Gill Controller 1 Dec 2001 Other 4372139
Michael Joseph Morgan Chief financial officer and compliance officer 1 Dec 2001 Other 4519929
Robert Richard Reitano Director 1 Jan 2002 Other 4519932
Deborah Hanaway Mcaneny President, ceo, director 1 Mar 2002 Other 4372143
Daniel Paul Christensen Director, chief executive officer 1 Jan 2003 Other 4372122
Daniel Paul Christensen Ceo 1 Apr 2004 Other 4372143
Leo Bever Bever Chairman 1 Apr 2004 Other 1466434
Daniel Paul Christensen Ceo 1 May 2004 Other 4372143
Leo Bever Bever Chairman 1 May 2004 Other 1466434
Norman Light Director 1 May 2004 Other 4775665
Donald Arthur Guloien Director 1 May 2004 Other 2486277
Endicott Peabody Director 1 May 2004 Other 1422586
Bruce C. Mcknight Senior vice president 1 May 2004 Other 4808380
Leo De Bever Chairman 1 May 2004 Other 1466434
Michael Joseph Morgan Chief compliance officer 1 Oct 2004 Other 4519929
Courtland Washburn Senior vice president, chief investment officer 1 Jan 2005 Other 4926923
Michael Joseph Morgan Chief compliance officer 1 Sep 2005 Other 4519929
Warren Alfred Thomson Chairman 1 Oct 2006 Other 4810485
Janis Lynn Largesse Director 1 Apr 2007 Other 5437676
Ronald Joseph Mchugh Director 1 Apr 2007 Other 4661945
Jean Francois Michel Courville Chairman 1 Nov 2008 Other 5426503
Daniel Christopher Lambert Chief compliance officer 1 Jul 2010 Other 4566605
Donna Hagenbuch Frankel General counsel 1 Nov 2010 Other 2006660
William Edward Peressini President & chief financial officer 1 Feb 2011 Other 1935018
Marc Costantini Director 1 Jun 2011 Other 4469603
Edwin Kendall Hines Senior vice president 1 Aug 2011 Other 5969951
Oliver Spencer Williams President, haig 1 Sep 2011 Other 6040210
Warren Alfred Thomson Chairman 1 Jan 2013 Other 4810485
Kevin Adolphe Director 1 Jan 2013 Other 6165992
Kevin John Eric Adolphe Director 1 Jan 2013 Other 6515755
Glenn Malcolm Smith President, hreg 1 Aug 2013 Other 6472435
Bruce C. Mcknight Director 1 Mar 2014 Other 4808380
Bruce Clay Mcknight Director 1 Mar 2014 Other 4808380
Brenton Jan Keefer President, htrg 1 May 2014 Other 6630837
Brenton J. Keefer President, htrg 1 May 2014 Other 6630837
William John Eeuwes Director 1 Mar 2015 Other 5200920
Daniel Paul Christensen Chairman 1 Jan 2016 Other 4372122
William Edward Peressini President, chief executive officer 1 Jan 2016 Other 1935018
Warren Alfred Thomson Director 1 Jan 2016 Other 4810485
Cynthia Fryer Steer Director 1 Jan 2016 Other 6091487
Scott Hartz Director 1 Oct 2016 Other 4817471
Kai Reiner Sotorp Director 1 Oct 2016 Other 2099440
Paul Raymon Lorentz Director 1 Oct 2017 Other 6864789
Kevin John Eric Adolphe Chairman 1 Nov 2017 Other 6515755
Daniel Paul Christensen Director 1 Nov 2018 Other 4372122

Indirect Owners

The SEC currently registers 11 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Hancock Life Insurance Company Shareholder 1 Dec 1994 75% - 100% 04-1414660
Manulife Financial Corporation Shareholder 1 Sep 1999 75% - 100% 98-0361647
Inc. John Hancock Financial Services Shareholder 1 Feb 2000 75% - 100% 04-3483032
The Manufacturers Investment Corporation Shareholder 1 Jan 2002 75% - 100% 38-3261832
Manufacturers Life Insurance Company Shareholder 1 Dec 2003 75% - 100% 38-0788610
Manulife Financial Corporation Shareholder 1 Apr 2004 75% - 100% 98-0361647
Manulife Financial Corporation Member 1 Oct 2004 75% - 100% 98-0361647
John Hancock Holdings (Delaware) Llc Shareholder 1 Oct 2004 75% - 100% 20-1739430
John Hancock Holdings (Delaware) Llc Shareholder 1 Dec 2009 75% - 100% 33-1105152
Manulife Holdings (Alberta) Limited Member 1 Dec 2009 75% - 100% n/a
John Hancock Life Insurance Company (U.S.A.) Member 1 Dec 2009 75% - 100% 01-0233346

Based in Boston

The principal office where Hancock Natural Resource Group, Inc performs its advisory services is located at 197 Clarendon Street, Boston, MA 02116 5010 The mailing address of the firm is 197 Clarendon Street, Boston, MA 02116 5010. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-747-1600 or by fax 617-747-1617. The normal business hours are 8:00a.m. - 6:00p.m. on Monday - Friday. You can find more information about the New York firm at htrg.com.


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