MACKENZIE INVESTMENTS

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Company Profile

As of Date 03/28/2025
ADV Location Canada / United States, MA
Websites
AUM* 171,243,612,812 3%
of that, discretionary 171,243,612,812 3%
Private Fund GAV* 367,046,254
Avg Account Size 183,737,782 -25%
SMA’s Yes
Private Funds 11 1

Adviser Type

- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company

Number of Employees 1,337 -11%

of those in investment advisory functions 114 -2%

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- 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

Recent News

Reported AUM

167B 143B 119B 95B 71B 48B 24B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
SEC Fund TypeHedge Fund Count2 GAV$121,558,392
SEC Fund TypeOther Private Fund Count9 GAV$245,487,862

Related Companies

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Related Companies Historical AUM