MDT ADVISERS INC
CRD #107614 SEC #801-42657 CAMBRIDGE, MA 617-234-2200
SEC Registered
Total AUM
$630.6M
Discretionary
$630.6M
Employees
--
Clients
--
Accounts
17
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 3, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERMAN, ROBERT, SCHORR | I | TRUSTEE OF MDTAI BUSINESS TRUST; DIRECTOR, PRESIDENT & CEO OF APPLICANT | NA | Control |
| DEVALPINE, JEAN, ENGLAND | I | DIRECTOR OF THE APPLICANT | NA | Control |
| LEVIN, CHARLES, ALAN | I | TRUSTEE OF MDTAI BUSINESS TRUST; DIRECTOR & CHIEF OPERATING OFFICER OF THE APPLICANT | NA | Control |
| REVIS, KENNETH, J | I | TRUSTEE OF MDTAI BUSINESS TRUST | NA | Control |
| MDTAI BUSINESS TRUST | DE | STOCKHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEVIN, CHARLES, ALAN | I | MDTAI BUSINESS TRUST | F | |
| REVIS, KENNETH, J | I | MDTAI BUSINESS TRUST | F | |
| BERMAN, ROBERT, SCHORR | I | MDTAI BUSINESS TRUST | E | Control |
| MDTAI BUSINESS TRUST | DE | MDT ADVISERS, INC. (THE APPLICANT) | E | Control |
Registrations
Federal
IA
Apr 3, 2002 REGISTERED
Address
125 CAMBRIDGEPARK DRCAMBRIDGE, MA 02140-2329
USA
Phone: 617-234-2200