Mackenzie Investments

RIASEC Registered

Total AUM

$18.1B

Discretionary

$18.1B

100% of AUM

Avg account

$287M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 165899
Registered since: January 14, 2013
Website: www.mackenzieinvestments.com
Custodians: CIBC WORLD MARKETS CORP., STATE STREET BANK AND TRUST COMPANY, MASTER TRUST COMPANY OF JAPAN, BANK OF CHINA HONG KONG, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles85.28%
State / Municipal Government8.54%
Investment Companies3.96%
Insurance Companies1.57%
Sovereign Wealth Funds0.61%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mackenzie Investments is organized as a corporation that operates with a hedge-fund orientation and serves primarily institutional clients. The firm is registered with the SEC (registered in 2013) and has an ownership structure that includes a foreign entity and an individual. Its advisory mandate centers on portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. Regulatory and operational activities include acting as a CPO/CTA and sponsoring or managing pooled vehicles. Compensation blends assets-under-management fees with performance-based fees, and the firm identifies as an active ESG investor.