MACQUARIE WEALTH ADVISERS, LLC

Overview

Macquarie Wealth Advisers, LLC is an SEC-registered limited liability company that combines advisory practice with fund management and capital-allocation activity. The firm is structured to function as an independent registered investment adviser and a multifaceted fund manager, with classifications that include hedge fund, private equity fund, and real estate fund sponsor. It has been SEC-registered since 2007 and reports ownership by domestic entities and individuals. Its client base skews institutional, though its stated advisory services also cover individuals and small businesses, investment companies and pooled investment vehicles. The firm provides portfolio management and also performs manager selection and allocation to third-party advisers. Compensation includes both a percentage-of-assets component and performance-based fees. Macquarie Wealth Advisers reports being an active ESG investor. Macquarie’s regulatory and market roles extend beyond pure advice: it is affiliated with broker-dealer activity and lists registration types and sponsor roles consistent with operating pooled vehicles, municipal advising, futures/commodities activity and banking or trust-related functions.

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