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MEAG NEW YORK CORPORATION

CRD 321962File 801-126363
APPROVED
Disclosure events
Filing as of May 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$44.87B
Top 10% of cohort (national)
Discretionary AUM
$40.23B
Non-discretionary $4.64B
Clients
36
142 accounts
Employees
46
Top 10% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Aug 8, 2022
Principal office
330 MADISON AVE, 13TH FLOOR, NEW YORK, NY, 10017
Phone
212-583-4826

Assets & accounts

ADV Item 5F
Total regulatory AUM
$44.87B
Discretionary AUM
$40.23B
Non-discretionary AUM
$4.64B
Discretionary accounts
127
Non-discretionary accounts
15
Total accounts
142
AUM per client
$1.25B

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$2.15B
Insurance companies32$37.77B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses

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

Filed changes

DateFieldFromToChange
Aug 17, 2026Clients4736decreased by11
Apr 1, 2026Employees4546increased by1
Apr 1, 2026Clients4647increased by1
Apr 1, 2026AUM$45,191,000,000$44,869,000,000decreased by$322,000,000
Apr 1, 2026Accounts145142decreased by3
May 1, 2025
vs Oct 1, 2022
Employees4445increased by1
May 1, 2025
vs Oct 1, 2022
DisclosuresNoYes
May 1, 2025
vs Oct 1, 2022
Clients3846increased by8
May 1, 2025
vs Oct 1, 2022
AUM$39,908,667,109$45,191,000,000increased by$5,282,332,891
May 1, 2025
vs Oct 1, 2022
Accounts130145increased by15
Sep 1, 2022Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MEAG NEW” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MEAG NEW” 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.