TORONTO, ONTARIOCRD 110338Latest ADV March 30, 2026
Mackenzie Investments is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ontario. Its latest Form ADV filing, dated March 30, 2026, reports $194.9B in regulatory assets under management, 1,362 employees, 7 offices, and 685 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 98.6% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
98.6%
477
2
Pension Plans
1.4%
7
Categories with <5 clients
Charitable Organizations<5 clients
FOREIGN MEDICAL ASSOCIATION<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$194.9Bas of March 30, 2026
Discretionary100.0%
$194.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$194.9B
Total Accounts685
10Y AUM Change+$146.3B (+301.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,362
Clients per Employee0:1
10Y Employee Change+416 (+44.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.