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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2026 | Clients | 43 | 53 | increased by10 |
| Apr 1, 2026 | AUM | $8,893,264,976 | $18,068,039,261 | increased by$9,174,774,285 |
| Apr 1, 2026 | Accounts | 49 | 63 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 14 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 26 | 43 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,438,404,281 | $8,893,264,976 | increased by$4,454,860,695 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 28 | 49 | increased by21 |
| Apr 1, 2022 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2022 | Clients | 18 | 26 | increased by8 |
| Apr 1, 2022 | AUM | $1,992,172,132 | $4,438,404,281 | increased by$2,446,232,149 |
| Apr 1, 2022 | Accounts | 18 | 28 | increased by10 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MACKENZIE INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MACKENZIE INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.