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MACKENZIE INVESTMENTS EUROPE LIMITED
CRD 284912File 801-108302
APPROVED
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.33B
Top 25% of cohort (national)
Discretionary AUM
$5.33B
Clients
9
10 accounts
Employees
12
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 31, 2016
- Principal office
- 3 SHELBOURNE BUILDINGS, CRAMPTON AVENUE, SHELBOURNE ROAD, BALLSBRIDGE, DUBLIN 4, D04 C2Y6
- Phone
- 011-353-1-449-4000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.33B
- Discretionary AUM
- $5.33B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 10
- Non-discretionary accounts
- 0
- Total accounts
- 10
- AUM per client
- $592.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $5.23B |
| State or municipal government entities | Fewer than 5 | $98.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 8 | 9 | increased by1 |
| Apr 1, 2026 | AUM | $4,322,961,283 | $5,331,909,725 | increased by$1,008,948,442 |
| Apr 1, 2026 | Accounts | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 14 | 8 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,753,479,427 | $4,322,961,283 | decreased by$1,430,518,144 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 15 | 9 | decreased by6 |
| Apr 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2022 | Clients | 16 | 14 | decreased by2 |
| Apr 1, 2022 | AUM | $5,426,893,151 | $5,753,479,427 | increased by$326,586,276 |
| Apr 1, 2022 | Accounts | 16 | 15 | decreased by1 |
| 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.