MACKENZIE INVESTMENTS
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Company Profile
| As of Date | 03/30/2026 |
| ADV Location | Canada / United States, MA |
| Adviser Type
- Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 1,378 -9% |
| of those in investment advisory functions | 117 1% |
| AUM* | 212,944,896,902 28% |
| of that, discretionary | 212,944,896,902 28% |
| Private Fund GAV* | 553,443,391 51% |
| Avg Account Size | 284,685,691 16% |
| SMA’s | Yes |
| Private Funds | 11 1 |
| Websites |
Client Types
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Disclosure Reporting
| 11.D(2) | Other regulator found violation |
| 11.D(4) | Other regulator order (past 10 yrs) |
Recent News
Reported AUM
167B
143B
119B
95B
71B
48B
24B
2015
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count2 | GAV$145,187,112 |
| Fund TypeOther Private Fund | Count9 | GAV$408,256,279 |