MACKENZIE INVESTMENTS
Company Profile
| 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 |
Adviser Type
- 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%
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
Private Funds
Employees
Private Funds Structure
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypeHedge Fund | Count2 | GAV$145,187,112 |
| SEC Fund TypeOther Private Fund | Count9 | GAV$408,256,279 |