MACKENZIE INVESTMENTS CORPORATION
DBA: MACKENZIE INVESTMENTS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| 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 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $18.1B | +103.2% | +68.0% | +55.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $18.07B |
| Discretionary | $18.07B |
| Employees | 16 |
| Client Accounts | 63 |
Contact & Location
Address
TWO INTERNATIONAL PLACE
BOSTON MA 02110
Phone
617-439-9500
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$18.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension ConsultantAccounting FirmLaw Firm