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Mackenzie Investments Share
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Overview Share
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Boston, Massachusetts
$1.0 billion AUM
1 office

Mackenzie Investments is based in Boston, Massachusetts and has $1.0 billion in assets under management.

Location
Two International Place
Suite 2320
Boston, MA 02110
$1.0 billion
AUM
12
Employees
AUM Share
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$1,023,614,964
Assets under management
14 clients
Number of clients
Average investment size is $73,115,355
100% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Investment companies 1 $51,991,456 5% $51,991,456
Pooled investment vehicles 13 $971,623,508 95% $74,740,270
Employees Share
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12
Employees
8
Investment analysts
67% of total employees
AUM per employee Share
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$1,023,614,964
Assets under management
$85,301,247
AUM per employee
$127,951,870
AUM per investment analyst
About Share
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Compensation

Mackenzie Investments makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

Mackenzie Investments provides the following services:

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
Firm data Share
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CRD number 165,899
SEC number 801-77541
Legal structure Corporation
Legal governance Delaware, United States
Latest ADV filing date April 24, 2020

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