Company Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 1,337 -32.58%
of those in investment advisory functions 114 -13.64%
AUM* 171,243,612,812 25.66%
of that, discretionary 171,243,612,812 25.66%
Private Fund GAV* 367,046,254 -43.15%
Avg Account Size 183,737,782 -8.18%
SMA’s Yes
Private Funds 10
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

167B 143B 119B 95B 71B 48B 24B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$121,558,392
Fund TypeOther Private Fund Count8 GAV$245,487,862

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
MACKENZIE FINANCIAL CORPORATION City, StateTORONTO, ONTARIO, Canada AUM$162.4 b Employees1,323 SMA’sYES Private Funds2
MACKENZIE INVESTMENTS CORPORATION City, StateBOSTON, MA, United States AUM$8.9 b Employees14 SMA’sNO Private Funds8

Related Companies Historical AUM

MACKENZIE INVESTMENTSMACKENZIE INVESTMENTS201520162017201820192020202120222023$0.0 $20.0 b$40.0 b$60.0 b$80.0 b$100.0 b$120.0 b$140.0 b$160.0 bValue$61.54 b$0.00 $45.13 b$0.00 $48.57 b$0.00 $51.16 b$0.00 $48.76 b$840.97 m$56.84 b$1.02 b$141.73 b$1.99 b$162.38 b$4.44 b$132.46 b$3.81 b