Investment adviser · CRD 109355

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

Investment adviser filing (IA)

FEDERATED MDTA LLC

BOSTON, MA, United States · Form ADV filed Sep 8, 2026

Regulatory AUM
$25.9B
Form ADV · Item 5.F
Client accounts
2,360
Accounts, not individual clients
Employees
21
Reported in this filing
Advisory professionals
19
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies19$23,360,491,65790.0%
Pooled investment vehicles3$1,181,867,6224.6%
Individuals1,955$504,926,1691.9%
High-net-worth individuals253$486,387,7191.9%
Retirement plans65$356,312,1761.4%
Corporations & businesses49$45,933,6110.2%
Charities16$10,003,7170.0%
Filing source

Form ADV 2130168 · Sep 8, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FEDERATED HERMES MDT MARKET NEUTRAL LLCReal Estate Fund · Last reported Mar 16, 2021$5.55MGross asset value
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
No
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

INTERACTIVE BROKERS LLC
SEC 8-47257 · LEI 50OBSE5T5521O6SMZR28

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-4511833395
Reported beneficial owners
12
Minimum commitment
$1M
Form D file number
021-9999999999

Form ADV 1511506 · Mar 16, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 8, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Educational seminars

Compensation

Percentage of assets · Performance-based

Principal office

125 HIGH STREET, OLIVER STREET TOWER, 21ST FLOOR
BOSTON, MA, 02110, United States

CRD 109355

Filing source

Form ADV 2130168 · Sep 8, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.