The MACKENZIE GROUP is a privately held investment adviser that advises $339.47Bn in regulatory assets under management held in 2 SEC fund types across 9 investment strategies. MACKENZIE GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 164.67% over the last 5-years.
The Group has been registered with the SEC for 40.44 years and is comprised of 4 filing and 0 relying advisers. They operate out of 12 office locations with their Headquarters at 180 QUEEN STREET WEST, TORONTO, -. The Group has been subject to regulatory enforcement actions. They are regulated by 46 US and Non-US bodies.
They have 1,362 employees comprised of 127 investment and 1,235 non-investment staff. The total number of Employees increased by 25.53% over the last 5-years.
Their $339.47Bn in assets advised are owned by 506 private funds, 215 public funds and BDCs and 7 other accounts. Assets of Investment Companies (IC) clients own $164.76Bn or 48.54% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $146.45Bn or 43.14% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 61.42%, 21.97% and 15.52% of total assets, respectively.
They advise 3 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 6 Fund Administrators, 6 Fund Auditors, 1 Prime Brokers, 6 Custodians and 5 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
MACKENZIE GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a HIGH-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In MACKENZIE GROUP's case, they have 19 business conditions that require high process maturity and 1 Watch Factors.