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MACKENZIE INVESTMENTS EUROPE LIMITED

CRD 284912File 801-108302
APPROVED
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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 typeClientsAUM
Pooled investment vehicles9$5.23B
State or municipal government entitiesFewer than 5$98.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.