DBA: MACKENZIE INVESTMENTS
| Total AUM | $18.07B |
| Discretionary | $18.07B100% of AUM |
| Client Accounts | 63 |
| Avg Account Size | $286.8M |
| Employees | 16 |
| Peak AUM | $18.07BMar 2026 |
| AUM CAGR | +28.1% /yrover 13 yrs · 36 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $18.1B | +103.2% | +68.0% | +55.4% | |
| Discretionary AUM | |||||
| Total AUM | $18.07B |
| Discretionary | $18.07B |
| Employees | 16 |
| Client Accounts | 63 |
Address
TWO INTERNATIONAL PLACE
BOSTON MA 02110
Phone
617-439-9500
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$18.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$18.1B
| $18.1B |
| +103.2% |
| +68.0% |
| +55.4% |
| Total Accounts | 63 | +28.6% | +25.3% | +28.5% |
| Avg Account Size | $287M | +58.0% | +34.1% | +21.0% |
| Employees | 16 | +14.3% | +7.2% | +5.9% |
| AUM / Employee | $1.1B | +77.8% | +56.8% | +46.7% |
Client AUM Segments | |||||
| Institutional AUM | $1.9B | +120.4% | +37.4% | — | |
| Fund / Pooled AUM | $16.1B | +101.3% | +74.0% | +51.9% | |
| Other AUM | $7M | +19.1% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 53 | +23.3% | +22.3% | +24.1% | |