Macquarie Wealth Advisers, Llc
SEC-registered
Mutual Fund / Asset Manager · Mid-sized ($1B–$10B)
CRD 141805
· SEC file 801-67480
· New York, NY
· WWW.LINKEDIN.COM
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ADV data as of Jun 29, 2026
- Regulatory AUM
- $4.8B
- Discretionary
- $4.8B
- Clients
- 29
- Avg AUM / client
- $166M
- Accounts
- 29
- Employees
- 69
AUM over time
$529M
$4.8B
Mar 2012
Mar 2026
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 9 | $3.6B | 73.9% |
| Pooled investment vehicles (non-investment companies) | 20 | $1.3B | 26.1% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $572M combined gross assets
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pearlstein, Seth, Louis | Chief Compliance Officer | Oct 2015 (11y) | Less than 5% | |
| Brousseau, Gregory, Paul | Co Head Of Wealth Solutions (Through March 31, 2024) | Mar 2022 (4y) | Less than 5% | |
| Connor, David, Forrester | General Counsel, Public Investments America, Macquarie Asset Management | Mar 2022 (4y) | Less than 5% | |
| Goodstein, Ruth, Smith | Chief Operating Officer Of Wealth Solutions | Mar 2022 (4y) | Less than 5% | |
| Mascis, Michael | Chief Administrative Officer Of Wealth Solutions (Through March 31, 2024); Co Head Of Wealth Solutions (As Of April 1, 2024) | Mar 2022 (4y) | Less than 5% | |
| Tanzman, Mitchell, Alan | Co Head Of Wealth Solutions (Through March 31, 2024) | Mar 2022 (4y) | Less than 5% | |
| Lee, Alexander, Halsey | Co Head Of Wealth Solutions (As Of April 1, 2024) | Apr 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Central Park Group, Llc | Managing Member | Aug 2006 | A | 75% or more |
| Macquarie Management Holdings, Inc. | Parent | Mar 2022 | B | ≈ 56.25% – 100% via Central Park Group, Llc |
| Macquarie Affiliated Managers (Usa) Inc. | Parent | Jan 2010 | B | ≈ 42.19% – 100% via Macquarie Management Holdings, Inc. |
| Macquarie Affiliated Managers Holdings (Usa) Inc. | Parent | Jan 2010 | B | ≈ 31.64% – 100% via Macquarie Affiliated Managers (Usa) Inc. |
| Macquarie Fg Holdings Inc. | Parent | Jan 2010 | B | ≈ 23.73% – 100% via Macquarie Affiliated Managers Holdings (Usa) Inc. |
| Macquarie Asset Management Us Holdings Pty Limited | Parent | Jul 2020 | B | ≈ 17.8% – 100% via Macquarie Fg Holdings Inc. |
| Macquarie Asset Management Holdings Pty Limited | Parent | Jul 2020 | B | ≈ 13.35% – 100% via Macquarie Asset Management Us Holdings Pty Limited |
| Macquarie Group Limited | Parent | Dec 2011 | B | ≈ 10.01% – 100% via Macquarie Asset Management Holdings Pty Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Macquarie Management Holdings, Inc.: 75% – 100% of Central Park Group, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Macquarie Affiliated Managers (Usa) Inc.: 75% – 100% of Macquarie Management Holdings, Inc. × 75% – 100% of Central Park Group, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Macquarie Affiliated Managers Holdings (Usa) Inc.: 75% – 100% of Macquarie Affiliated Managers (Usa) Inc. × 75% – 100% of Macquarie Management Holdings, Inc. × 75% – 100% of Central Park Group, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Macquarie Fg Holdings Inc.: 75% – 100% of Macquarie Affiliated Managers Holdings (Usa) Inc. × 75% – 100% of Macquarie Affiliated Managers (Usa) Inc. × 75% – 100% of Macquarie Management Holdings, Inc. × 75% – 100% of Central Park Group, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Macquarie Asset Management Us Holdings Pty Limited: 75% – 100% of Macquarie Fg Holdings Inc. × 75% – 100% of Macquarie Affiliated Managers Holdings (Usa) Inc. × 75% – 100% of Macquarie Affiliated Managers (Usa) Inc. × 75% – 100% of Macquarie Management Holdings, Inc. × 75% – 100% of Central Park Group, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Macquarie Asset Management Holdings Pty Limited: 75% – 100% of Macquarie Asset Management Us Holdings Pty Limited × 75% – 100% of Macquarie Fg Holdings Inc. × 75% – 100% of Macquarie Affiliated Managers Holdings (Usa) Inc. × 75% – 100% of Macquarie Affiliated Managers (Usa) Inc. × 75% – 100% of Macquarie Management Holdings, Inc. × 75% – 100% of Central Park Group, Llc × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Macquarie Group Limited: 75% – 100% of Macquarie Asset Management Holdings Pty Limited × 75% – 100% of Macquarie Asset Management Us Holdings Pty Limited × 75% – 100% of Macquarie Fg Holdings Inc. × 75% – 100% of Macquarie Affiliated Managers Holdings (Usa) Inc. × 75% – 100% of Macquarie Affiliated Managers (Usa) Inc. × 75% – 100% of Macquarie Management Holdings, Inc. × 75% – 100% of Central Park Group, Llc × 75% – 100% direct ≈ 10.01% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (15, $572M gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 5.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗