SourcingSourcing

MEAG NEW YORK CORPORATION

C29
CRD 321962·SEC 801-126363·NEW YORK, NY
AUM
$44.87B
$1B+
Est. Revenue
$448.7M
@ 1% on AUM
Est. EBITDA
$134.6M
@ 30% margin
Est. Deal Value
$1.08B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MEAG NEW YORK CORPORATION
CRD
321962
SEC file #
801-126363
EIN
061398157
DBA names
—

Economics

AUM
$44.87B
AUM band
$1B+
AUM trajectory
'23'26
$39.91B → $44.87B▲ +12%
Client mix
Insurance Companies32
Other11
Corporations4

Operations

Employees (total)
46
Advisory staff (per ADV)
27
Advisory staff (5-yr trend)
'23'26
22 advisors → 27 advisors▲ +23%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/meag-new-york-corporation(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MUNICH-AMERICAN HOLDING
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
MUNICH-AMERICAN HOLDING
BUCHER, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001120014
Edgar Registered
Yes
Edgar Filing Count
48
Edgar First Filing Date
2000-08-02
Edgar Last Filing Date
2011-02-14
Edgar 13f Count
48
Edgar 13f Latest AUM Estimate
Filing Date2011-02-14
Accession0001120014-11-000003
Edgar Former Names
MUNICH RE CAPITAL MANAGEMENT CORP

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street4
E*trade4
Edgar Addresses
Mailing
540 MADISON AVE.6TH FL.NEW YORK, NY 10022-3213
Business
540 MADISON AVE.6TH FL.NEW YORK, NY 10022-3213
Edgar EIN
061398157
Edgar Recent Filings
13F-HR2011-02-14 · 0001120014-11-000003
13F-HR2010-11-10 · 0001120014-10-000008
Fee Schedule
Bracket Vi34
Bracket Iii29
Bracket V16
Bracket X11
Bracket Xi5
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (10)

10
BUCHER, THOMAS
Executive Officer · 2.5%
5310308
CAVALLONE, MARK, JOSEPH
Executive Officer · 2.5%
7565837
HORBELT, OLIVER, JURGEN
Executive Officer · 2.5%
7575655
Hummel, Markus, Leonhard
Executive Officer · 2.5%
8266024
KLEIN, JEREMY, SCOTT
Executive Officer · 2.5%
7565855
PACIFICO, JOSIELYNE, KWONG
Executive Officer · 2.5%
4787622
Paulson, Jonathan, Everett
Executive Officer · 2.5%
8026534
POLL, ALEXANDER, KRISTIAN
Executive Officer · 2.5%
7890332
ROEHRS, ALEXANDER, MICHAEL PATRICK
Executive Officer · 2.5%
7565862
WELLHOEFER, FRANK, CLAUS
Executive Officer · 2.5%
7577852