MACKENZIE INVESTMENTS CORPORATION
C25
CRD 165899·SEC 801-77541·BOSTON, MA
AUM
$18.07B
$1B+
Est. Revenue
$180.7M
@ 1% on AUM
Est. EBITDA
$54.2M
@ 30% margin
Est. Deal Value
$433.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $841.0M
'21 · $1.02B
'22 · $1.99B
'23 · $4.44B
'25 · $8.89B
'26 · $18.07B
'20'26
$841.0M → $18.07B▲ +2048%
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 8 advisors
'22 · 8 advisors
'23 · 8 advisors
'25 · 9 advisors
'26 · 10 advisors
'20'26
6 advisors → 10 advisors▲ +67%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2025-05-302025-05-30 · 0000945621-25-000522
2024-05-312024-05-31 · 0000945621-24-000476
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSE, SOUTH CHURCH STREETGRAND CAYMAN, E9, KY1-1104
Business
MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSE, SOUTH CHURCH STREETGRAND CAYMAN, E9, KY1-1104
Edgar Recent Filings
D/A2025-05-30 · 0000945621-25-000522
D/A2024-05-31 · 0000945621-24-000476