MACKENZIE INVESTMENTS CORPORATION
Legal name: MACKENZIE INVESTMENTS
CRD #165899 SEC #801-77541 BOSTON, MA 617-439-9500
SEC Registered Private Funds
Total AUM
$8.9B
Discretionary
$8.9B
Employees
14
Clients
--
Accounts
49
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $8.9B | $8.9B | $0 | 14 | 0 |
| Mar 2024 | $7.6B | $7.6B | $0 | 13 | 0 |
| May 2023 | $3.8B | $3.8B | $0 | 13 | 0 |
| Mar 2023 | $3.8B | $3.8B | $0 | 13 | 0 |
| Dec 2022 | $4.4B | $4.4B | $0 | 13 | 0 |
| Mar 2022 | $4.4B | $4.4B | $0 | 13 | 0 |
| Jun 2021 | $2B | $2B | $0 | 12 | 0 |
| Apr 2021 | $2B | $2B | $0 | 12 | 0 |
| Mar 2021 | $2B | $2B | $0 | 12 | 0 |
| Jul 2020 | $1B | $1B | $0 | 12 | 0 |
| Apr 2020 | $1B | $1B | $0 | 12 | 0 |
| Mar 2020 | $1B | $1B | $0 | 12 | 0 |
| Feb 2020 | $841M | $841M | $0 | 9 | 0 |
| Jun 2019 | $841M | $841M | $0 | 9 | 0 |
| Mar 2019 | $691.5M | $691.5M | $0 | 9 | 0 |
DateMar 2025
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$0
Employees13
Clients0
DateMay 2023
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees13
Clients0
DateDec 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees13
Clients0
DateJun 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees12
Clients0
DateApr 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees12
Clients0
DateJul 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateApr 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateFeb 2020
Total AUM$841M
Discretionary$841M
Non-Disc.$0
Employees9
Clients0
DateJun 2019
Total AUM$841M
Discretionary$841M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$691.5M
Discretionary$691.5M
Non-Disc.$0
Employees9
Clients0