The MACKENZIE GROUP is a privately held investment adviser that advises $308.57Bn in regulatory assets under management held in 2 SEC fund types across 9 investment strategies. MACKENZIE GROUP is a Public/Private Fund Assets increased by 42.12% over the last 5-years.
The Group has been registered with the SEC for 40.93 years and is comprised of 4 filing and 0 relying advisers. They operate out of 12 office locations with their Headquarters at 180 QUEEN STREET WEST, TORONTO, -. The Group has been subject to regulatory enforcement actions. They are regulated by 47 US and Non-US bodies.
They have 1,403 employees comprised of 130 investment and 1,273 non-investment staff. The total number of Employees increased by 20.74% over the last 5-years.
Their $308.57Bn in assets advised are owned by 543 private funds, 217 public funds and BDCs and 7 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $185.73Bn or 60.19% of Total Assets and Investment Companies (IC) own $88.58Bn or 28.71% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 63.51%, 21% and 14.33% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 10 Fund Administrators, 5 Fund Auditors, 1 Prime Brokers, 9 Custodians and 11 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
MACKENZIE GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.