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Mdt Advisers Inc (Cambridge)


Mdt Advisers Inc is a large advisory firm based in Cambridge. It manages $630.61 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2001.

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Mdt Advisers provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mdt Advisers: assets under management

The assets under management (AUM) of Mdt Advisers Inc is $630.61 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $630.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.09 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mdt Advisers 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.

Based in Cambridge

The principal office where Mdt Advisers Inc performs its advisory services is located at 125 Cambridgepark Dr, Cambridge, MA 02140 2329, 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 617-234-2200 or by fax 617-234-2210. The normal business hours are 8:00am to 6:00pm on Monday - Friday. You can find more information about the New York firm at www.mdtai.com.


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