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MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED
CRD 277065File 801-106854
APPROVED
Disclosure events
Filing as of Jun 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$187.35B
Top 10% of cohort (national)
Discretionary AUM
$187.35B
Clients
223
223 accounts
Employees
227
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Nov 25, 2015
- Principal office
- LEVEL 1, 1 ELIZABETH STREET, SYDNEY, 2000
- Phone
- 612 8232 3333
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $187.35B
- Discretionary AUM
- $187.35B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 223
- Non-discretionary accounts
- 0
- Total accounts
- 223
- AUM per client
- $840.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 69 | $66.85B |
| Non-U.S. persons | 30 | $78.62B |
| Insurance companies | 57 | $13.00B |
| Investment companies | 7 | $4.46B |
| Pooled investment vehicles | 60 | $24.42B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11G
- Q11C2
- Q11C4
- Q11C5
- Q11H1B
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 247 | 227 | decreased by20 |
| Jul 1, 2026 | Clients | 258 | 223 | decreased by35 |
| Jul 1, 2026 | AUM | $160,248,804,898 | $187,354,781,464 | increased by$27,105,976,566 |
| Jul 1, 2026 | Accounts | 258 | 223 | decreased by35 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 235 | 247 | increased by12 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 227 | 258 | increased by31 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $152,395,000,846 | $160,248,804,898 | increased by$7,853,804,052 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 227 | 258 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 205 | 235 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 175 | 227 | increased by52 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $113,878,698,580 | $152,395,000,846 | increased by$38,516,302,266 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 175 | 227 | increased by52 |
| Jul 1, 2022 | Employees | 201 | 205 | increased by4 |
| Jul 1, 2022 | Clients | 191 | 175 | decreased by16 |
| Jul 1, 2022 | AUM | $80,072,421,256 | $113,878,698,580 | increased by$33,806,277,324 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MACQUARIE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MACQUARIE INVESTMENT” 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.