Macquarie Wealth Advisers, LLC

RIASEC RegisteredEst. 2007

Total AUM

$4.8B

Discretionary

$4.8B

100% of AUM

Avg account

$166M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 141805
Registered since: February 7, 2007
Website: www.macquarie.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies73.86%
Pooled Investment Vehicles26.14%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Macquarie Wealth Advisers, LLC is an SEC-registered advisory firm organized as an LLC and operating since 2007. The firm functions as a multi-strategy fund manager and capital allocator for institutional clients, combining activity across private equity, hedge funds and real estate strategies. Its business model includes discretionary portfolio management for individuals and pooled vehicles, management for investment companies, and selection of outside managers. Fee arrangements include both percentage-of-assets and performance-based components, and the firm identifies itself as an active ESG investor. In addition to advisory services, the firm maintains a range of market-facing affiliations—broker-dealer activity, sponsor/GP roles for pooled vehicles, and various regulated dealer and banking relationships.