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MACKENZIE INVESTMENTS
Legal name: MACKENZIE INVESTMENTS CORPORATION
CRD 165899File 801-77541
APPROVED
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$18.07B
Top 10% of cohort (national)
Discretionary AUM
$18.07B
Clients
53
63 accounts
Employees
16
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 14, 2013
- Principal office
- TWO INTERNATIONAL PLACE, SUITE 2320, BOSTON, MA, 02110
- Phone
- 617-439-9500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.07B
- Discretionary AUM
- $18.07B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 63
- Non-discretionary accounts
- 0
- Total accounts
- 63
- AUM per client
- $340.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $109.7M |
| Insurance companies | Fewer than 5 | $283.9M |
| Investment companies | 2 | $716.2M |
| Pooled investment vehicles | 51 | $15.41B |
| State or municipal government entities | Fewer than 5 | $1.54B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.