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MACKENZIE INVESTMENTS ASIA LIMITED
CRD 285521File 801-108724
APPROVED
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.53B
Top 25% of cohort (national)
Discretionary AUM
$2.53B
Clients
6
8 accounts
Employees
13
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Dec 6, 2016
- Principal office
- SUITES 1311-1312, TWO PACIFIC PLACE, 88 QUEENSWAY, HONG KONG
- Phone
- 011-852-2918-9866
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.53B
- Discretionary AUM
- $2.53B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $422.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $1.85B |
| State or municipal government entities | Fewer than 5 | $684.6M |
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 |
|---|---|---|---|
| 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.