Mackenzie Investments

RIASEC RegisteredEst. 1985

Total AUM

$195B

Discretionary

$195B

100% of AUM

Avg account

$284M

Accounts

685

Employees

1,362

Advisory reps

Firm details

Headquarters: Toronto Ontario,
CRD number: 110338
Registered since: September 3, 1985
Website: www.mackenzieinvestments.com
Custodians: CIBC WORLD MARKETS CORP., RBC INVESTORS SERVICES
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles83.76%
Insurance Companies14.94%
Pension & Profit Sharing Plans1.25%
Other0.05%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mackenzie Investments is structured as a corporation and operates as an institutional registered investment adviser serving predominantly institutional clients. The firm traces its SEC registration to 1985 and is identified as having foreign and individual ownership elements. Its advisory model combines percentage-of-AUM fees with performance-based fee arrangements. The firm engages in multiple regulated activities beyond advisory work, operating as a broker-dealer and as a CPO/CTA. Its advisory services span portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients, and it also provides manager selection services. Mackenzie Investments reports active ESG investing practices and does not identify as a multi-state or newly formed adviser.