AUMdb

Macquarie Investment Management Europe Limited

SEC-registered Broker-Dealer (Dually Registered) · Large ($10B–$100B) CRD 284603 · SEC file 801-111954 · London · www.macquarie.com
☆ Save with Pro ADV data as of Jun 29, 2026
Regulatory AUM
$24.5B
Discretionary
$24.5B
Clients
43
Avg AUM / client
$570M
Accounts
33
Employees
159

AUM over time

$0 $28.8B
Sep 2017 Mar 2026

Annual snapshots from Form ADV filings · as of Jun 29, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 43 $24.5B 100.0%

Private funds (3)

Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $999M combined gross assets

FundTypeDomicileGross assetsOwners
Macquarie Green Energy Debt Fund Other Private Fund Luxembourg $460M 4
Macquarie Climate Investments Debt Fund Other Private Fund Luxembourg $379M 1
Macquarie Specialised Infrastructure (Global) Debt Fund 2 Other Private Fund Luxembourg $160M 19

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Teamsters Union No. 142 Pension Fund Trustees Of Teamsters Union No. 142 Pension Fund 2024
Milwaukee Drivers Pension Plan Board Of Trustees Milwaukee Drivers Pension Fund 2024
Munson Retirement Plan Munson Healthcare 2024

People (5)

NameRole / titleCredentialsWith firm sinceOwnership
Colvin, William, Samuel Chief Compliance Officer Apr 2021 (5y) Less than 5%
Huynh, Anita Director Jan 2022 (5y) Less than 5%
Evans, Gillian, Susan Director Mar 2022 (4y) Less than 5%
Humphrey, Timothy, Matthew Director Feb 2024 (3y) Less than 5%
Glaser, Peter, Michael Director Mar 2024 (2y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Macquarie Corporate Holdings Pty Ltd Direct Owner May 2015 A 75% or more
Macquarie Financial Limited Indirect Owner Nov 2007 B ≈ 56.25% – 100% via Macquarie Corporate Holdings Pty Ltd
Macquarie Group Limited Indirect Owner Feb 2007 B ≈ 42.19% – 100% via Macquarie Financial 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 Financial Limited: 75% – 100% of Macquarie Corporate Holdings Pty Ltd × 75% – 100% direct ≈ 56.25% – 100% of the firm
  • Macquarie Group Limited: 75% – 100% of Macquarie Financial Limited × 75% – 100% of Macquarie Corporate Holdings Pty Ltd × 75% – 100% direct ≈ 42.19% – 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 (3, $999M gross assets)

FundTypeGross assetsMin. investmentOwners
Macquarie Green Energy Debt Fund Other Private Fund $460M $10.7M 4
Macquarie Climate Investments Debt Fund Other Private Fund $379M $10.7M 1
Macquarie Specialised Infrastructure (Global) Debt Fund 2 Other Private Fund $160M $10.0M 19

From Form ADV Section 7.B private fund reporting.

Retirement plans served (3)

PlanSponsorParticipantsPlan assetsAs of
Teamsters Union No. 142 Pension Fund Trustees Of Teamsters Union No. 142 Pension Fund 2,035 $639M 07/01/2024
Milwaukee Drivers Pension Plan Board Of Trustees Milwaukee Drivers Pension Fund 2,309 $1.1B 01/01/2024
Munson Retirement Plan Munson Healthcare 740 $371M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/29/2026 1.55 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
  • Commissions
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have 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) ↗