1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MACKENZIE INVESTMENTS

Map pinBOSTON, MA
Phone617-439-9500
NotebookSEC #801-77541
Total AUM
$18.1B
Employees
16
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TWO INTERNATIONAL PLACE
SUITE 2320
BOSTON
MA 02110
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
617-439-9500

ReceiptFinancials

Total AUM
$18.1B
Accounts
63
Discretionary
$18.1B
Accounts
63
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Investment Company Clients
2
AUM
$716.2M
Pooled Vehicle Clients
51
AUM
$15.4B
Government Entity Clients
1
AUM
$1.5B
Insurance Company Clients
1
AUM
$283.9M
Sovereign Wealth Fund Clients
1
AUM
$109.7M
Other Clients
1
AUM
$6.9M
Description of Other Clients
ENDOWMENT / FOUNDATION

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
MA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

Feature requires an account