Mackenzie Investments Corporation
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 165899
· SEC file 801-77541
· Boston, MA
· WWW.MACKENZIEINVESTMENTS.COM
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $18.1B
- Discretionary
- $18.1B
- Clients
- 53
- Avg AUM / client
- $341M
- Accounts
- 63
- Employees
- 16
AUM over time
$692M
$18.1B
Dec 2018
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $716M | 3.96% |
| Pooled investment vehicles (non-investment companies) | 51 | $15.4B | 85.3% |
| State or municipal government entities | Fewer than 5 clients | $1.5B | 8.54% |
| Insurance companies | Fewer than 5 clients | $284M | 1.57% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $110M | 0.61% |
| Other | Fewer than 5 clients | $6.9M | 0.04% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $469M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mackenzie Us Quantitative Amplified Core Master Fund (Cayman) Lp master | Hedge Fund | Cayman Islands | $95.5M | 1 |
| Mackenzie Us Quantitative Amplified Core Fund (Cayman) Ltd. feeder | Hedge Fund | Cayman Islands | $95.5M | 1 |
| Mackenzie Emerging Markets Small Cap Master Fund (Cayman) Lp master | Other Private Fund | Cayman Islands | $55.4M | 9 |
| Mackenzie International Quantitative Large Cap Master Fund (Cayman) Lp master | Other Private Fund | Cayman Islands | $45.4M | 1 |
| Mackenzie International Quantitative Large Cap Fund (Cayman) Ltd. feeder | Other Private Fund | Cayman Islands | $45.4M | 1 |
| Mackenzie Emerging Markets Small Cap Fund (Cayman) Ltd. feeder | Other Private Fund | Cayman Islands | $45.0M | 2 |
| Mackenzie International Quantitative Small Cap Master Fund (Cayman) Lp master | Other Private Fund | Cayman Islands | $43.5M | 1 |
| Mackenzie International Quantitative Small Cap Fund (Cayman) Ltd. feeder | Other Private Fund | Cayman Islands | $43.5M | 1 |
People (13)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Desmarais, Andre, Roger | Trustee | Oct 2013 (13y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Desmarais, Paul, Guy | Trustee | Oct 2013 (13y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Datta, Arup, Kumar | Senior Vice President, Investment Management And General Manager | Sep 2017 (9y) | Less than 5% | |
| Desmarais, Sophie, Caroline | Trustee | Mar 2018 (8y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Seidler, Gillian, Eloise | Chief Compliance Officer | May 2018 (8y) | Less than 5% | |
| Goldberg, Rhonda, Suzanne | Director | Dec 2020 (6y) | Less than 5% | |
| Locke, Steven, Gregory | Director And Senior Vice President, Chief Investment Officer | Dec 2020 (6y) | Less than 5% | |
| Reiter Currie, Cynthia, Ann | Director | Dec 2020 (6y) | Less than 5% | |
| Gould, Joseph, Luke Gregoire | Director, President And Ceo | Jul 2022 (4y) | Less than 5% | |
| Potter, Keith, David Bernard | Director, Executive Vice President And Cfo | Jul 2022 (4y) | Less than 5% | |
| Doer, Gary, Albert | Trustee | May 2023 (3y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Westlind, Nicholas, Lars | Director | May 2023 (3y) | Less than 5% | |
| Fleming, Gregory, James | Trustee | Feb 2024 (3y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mackenzie Financial Corporation | Shareholder | Sep 2012 | A | 75% or more |
| Power Corporation Of Canada | Shareholder | Dec 2008 | B | ≈ 15.82% – 75% via Power Financial Corporation |
| Igm Financial Inc. | Shareholder | Aug 1978 | B | ≈ 42.19% – 100% via Mackenzie Inc. |
| Mackenzie Inc. | Shareholder | Jan 2003 | B | ≈ 56.25% – 100% via Mackenzie Financial Corporation |
| Power Financial Corporation | Shareholder | Apr 1940 | B | ≈ 21.09% – 75% via Igm Financial Inc. |
| The Desmarais Family Residuary Trust | Shareholder | Oct 2013 | B | ≈ 7.91% – 56.25% via Power Corporation Of Canada |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Power Corporation Of Canada: 75% – 100% of Power Financial Corporation × 50% – 75% of Igm Financial Inc. × 75% – 100% of Mackenzie Inc. × 75% – 100% of Mackenzie Financial Corporation × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Igm Financial Inc.: 75% – 100% of Mackenzie Inc. × 75% – 100% of Mackenzie Financial Corporation × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Mackenzie Inc.: 75% – 100% of Mackenzie Financial Corporation × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Power Financial Corporation: 50% – 75% of Igm Financial Inc. × 75% – 100% of Mackenzie Inc. × 75% – 100% of Mackenzie Financial Corporation × 75% – 100% direct ≈ 21.09% – 75% of the firm
- The Desmarais Family Residuary Trust: 50% – 75% of Power Corporation Of Canada × 75% – 100% of Power Financial Corporation × 50% – 75% of Igm Financial Inc. × 75% – 100% of Mackenzie Inc. × 75% – 100% of Mackenzie Financial Corporation × 75% – 100% direct ≈ 7.91% – 56.25% 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 (8, $469M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mackenzie Us Quantitative Amplified Core Master Fund (Cayman) Lp | Hedge Fund | $95.5M | $1.0M | 1 |
| Mackenzie Us Quantitative Amplified Core Fund (Cayman) Ltd. | Hedge Fund | $95.5M | $1.0M | 1 |
| Mackenzie Emerging Markets Small Cap Master Fund (Cayman) Lp | Other Private Fund | $55.4M | $1.0M | 9 |
| Mackenzie International Quantitative Large Cap Master Fund (Cayman) Lp | Other Private Fund | $45.4M | $1.0M | 1 |
| Mackenzie International Quantitative Large Cap Fund (Cayman) Ltd. | Other Private Fund | $45.4M | $1.0M | 1 |
| Mackenzie Emerging Markets Small Cap Fund (Cayman) Ltd. | Other Private Fund | $45.0M | $1.0M | 2 |
| Mackenzie International Quantitative Small Cap Master Fund (Cayman) Lp | Other Private Fund | $43.5M | $1.0M | 1 |
| Mackenzie International Quantitative Small Cap Fund (Cayman) Ltd. | Other Private Fund | $43.5M | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 3.47 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 investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Cibc Mellon Global Securities Services $1.0B (6% of AUM) Mar 2026
- State Street $791M (4% of AUM) Mar 2026
- The Master Trust Bank Of Japan, Ltd $791M (4% of AUM) Mar 2026
- Bank Of China Hong Kong $110M (1% of AUM) Mar 2026
- Northern Trust $6.9M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗