MACKENZIE INVESTMENTS

RIASEC RegisteredEst. 1985
Total AUM
$195B
Discretionary
$195B
100% of AUM
Avg account
$284M
Accounts
685
Employees
1,362
Advisory reps
17

Firm details

Headquarters
TORONTO ONTARIO,
CRD number
110338
Registered since
September 3, 1985
Website
www.mackenzieinvestments.com
Custodians
CIBC WORLD MARKETS CORP., RBC INVESTORS SERVICES
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles83.76%
  • Insurance Companies14.94%
  • Pension & Profit Sharing Plans1.25%
  • Other0.05%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mackenzie Investments is a corporation that operates as an institutional-facing adviser with a mix of broker-dealer and commodity pool/CTA activity. The firm is SEC-registered since 1985 and is owned through a combination of foreign-entity and individual ownership. Its client work spans portfolio management for individuals and small businesses, pooled investment vehicles, and institutions, and it also performs selection-of-other-advisers duties. Fee arrangements include both asset-based fees and performance-linked fees. Mackenzie identifies as an active ESG investor and is not newly formed nor a multi-state adviser in the dataset provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Investment Grade Corp Bonds 12%, Cash & Cash Equivalents 10%, Sovereign Bonds 8%, Other 4%, US Government Bonds 1%65%
  • Exchange Traded Equities65%
  • Investment Grade Corp Bonds12%
  • Cash & Cash Equivalents10%
  • Sovereign Bonds8%
  • Other4%

Owners & executives

3 of 7

  • THEODOROS ROUNTES

    Vice President, Chief Financial OfficerCRD 6038915

  • Steven Locke

    CIOCRD 7345685

  • GILLIAN SEIDLER

    Vice President, Chief Compliance OfficerCRD 7085147

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Contacts

3 of 10

  • Gary Chateram

    Senior Vice PresidentCRD 7347301

  • CHRISTOPHER BOYLE

    Head Of InstitutionalCRD 5928521

  • KRISTIN ASHCROFT

    Executive Vice PresidentCRD 2784688

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 65

Active vs passive

$4.2B in ETFs

Passive

100%

$4.2B

Active

0%

$4.2M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$2.2B3,432,71053.60%
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Location

Primary office

TORONTO ONTARIO, null

Location

TORONTO ONTARIO, null

Headquartered in TORONTO ONTARIO, null.

Address
180 Queen St W
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth