Meag New York Corporation
- Regulatory AUM
- $44.9B
- Discretionary
- $40.2B
- Clients
- 47
- Avg AUM / client
- $955M
- Accounts
- 142
- Employees
- 46
AUM over time
Annual snapshots from Form ADV filings · as of May 13, 2026
Asset allocation (SMA assets by investment type)
as of May 13, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Insurance companies | 32 | $37.8B | 84.2% |
| Corporations and other businesses | 4 | $2.2B | 4.8% |
| Other | 11 | $4.9B | 11.0% |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pacifico, Josielyne, Kwong | Chief Compliance Officer | Dec 2011 (15y) | Less than 5% | |
| Wellhoefer, Frank, Claus | Director | May 2014 (12y) | Less than 5% | |
| Horbelt, Oliver, Jurgen | Director | Nov 2019 (7y) | Less than 5% | |
| Moschner, Andree, Christoph | Director | Nov 2019 (7y) | Less than 5% | |
| Klein, Jeremy, Scott | Vice President | Jun 2020 (6y) | Less than 5% | |
| Cavallone, Mark, Joseph | Vice President | Oct 2020 (6y) | Less than 5% | |
| Rauth, Corrin, Maria | Treasurer | Jan 2022 (5y) | Less than 5% | |
| Bucher, Thomas | President | Jul 2023 (3y) | Less than 5% | |
| Roehrs, Alexander, Michael Patrick | Director | Jul 2023 (3y) | Less than 5% | |
| Poll, Alexander, Kristian | Vice President | Dec 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Munich American Holding Corporation | Sole Shareholder | Dec 2002 | A | 75% or more |
| Munich Reinsurance Company | Shareholder | Dec 2002 | B | ≈ 56.25% – 100% via Munich American Holding Corporation |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Munich Reinsurance Company: 75% – 100% of Munich American Holding Corporation × 75% – 100% direct ≈ 56.25% – 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 2.5 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: ON SEPTEMBER 29, 2022, SOUTH KOREA'S FINANCIAL SUPERVISORY SERVICE (FSS) NOTIFIED MEAG HONG KONG THAT IT MAY TAKE AN ACTION AGAINST THE VIOLATION OF SHORT SALE RESTRICTION PROVISIONS IN THE FINANCIAL INVESTMENT SERVICES AND CAPITAL MARKETS ACT. THE FSS NOTED THAT ON FEBRUARY 26, 2021, MEAG HONG KONG PLACED AN ORDER FOR THE SALE OF 58 COMMON SHARES OF CELLTRION HEALTHCARE AND 48 COMMON SHARES OF CELLTRION HEALTHCARE EVEN THOUGH MEAG HONG KONG'S CLIENTS DID NOT OWN THE SHARES AT THE TIME. FSS HAS IMPOSED AN ADMINISTRATIVE FINE OF KRW 45MILLION, WHICH IS APPROXIMATELY $32,000 BASED ON EXCHANGE RATE AS OF NOVEMBER 4, 2022. Status: Final Sanction Detail: FSS HAS IMPOSED AN ADMINISTRATIVE FINE OF KRW 45MILLION, WHICH IS APPROXIMATELY $32,000. MEAG HONG KONG HAS AGREED TO PAY THE ADMINISTRATIVE FINE. ON DECEMBER 22, 2022, FSS HAS PROVIDED MEAG HONG KONG WITH THE FINAL INVOICE FOR THE VOLUNTARY PAYMENT OF THE ADMINISTRATIVE FINE WITH A REDUCED AMOUNT OF KRW 36MILLION (APPROXIMATELY $28,000 BASED ON EXCHANGE RATE AS OF DECEMBER 22, 2022) FOR EARLY PAYMENT. Summary: MEAG HONG KONG HAS AGREED TO PAY THE ADMINISTRATIVE FINE. ON DECEMBER 22, 2022, FSS HAS PROVIDED MEAG HONG KONG WITH THE FINAL INVOICE FOR THE VOLUNTARY PAYMENT OF THE ADMINISTRATIVE FINE WITH A REDUCED AMOUNT OF KRW 36MILLION (APPROXIMATELY $28,000 BASED ON EXCHANGE RATE AS OF DECEMBER 22, 2022) FOR EARLY PAYMENT.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $27.1B (60% of AUM) May 2026
- RBC $8.7B (19% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗