MacKenzie Investments

Asset Manager SEC-registered adviser

Legal name: MacKenzie Investments Corporation

Boston, MA Website

AUM

$18.1B
Regulatory AUM

Private funds

8
Other 6 · Hedge Fund 2

Private fund assets

$315.9M
Gross asset value

Employees

16

Last Form D raise

May 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(12)

Owners and executive officers named on the firm's SEC Form ADV.

A
Trustee, The Desmarais Family Residuary Trust
A
Senior Vice-President, Investment Management and General Manager
G
Trustee, The Desmarais Family Residuary Trust
G
Trustee, The Desmarais Family Residuary Trust
J
Director, President and CEO
K
Director, Executive Vice-President and CFO
P
Trustee, The Desmarais Family Residuary Trust
S
Trustee, The Desmarais Family Residuary Trust
S
Director and Senior Vice-President, Chief Investment Officer

Funds(8)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
MacKenzie International Quantitative Large Cap Master Fund (cayman) LPOther$62.8M——May 2026Hot
MacKenzie International Quantitative Large Cap Fund (cayman) LTD.Other$62.8M$34.9M2May 2026Hot
MacKenzie International Quantitative Small Cap Master Fund (cayman) LPOther$58.3M——May 2026Hot
MacKenzie International Quantitative Small Cap Fund (cayman) LTD.Other$58.3M$33.5M2May 2026Hot
MacKenzie Emerging Markets Small Cap Master Fund (cayman) LPOther$49.6M$7.2M9May 2026Hot
MacKenzie Emerging Markets Small Cap Fund (cayman) LTD.Other$36.4M$38.5M4May 2026Hot
MacKenzie US Quantitative Amplified Core Master Fund (cayman) LPHedge Fund$145.2M———
MacKenzie US Quantitative Amplified Core Fund (cayman) LTD.Hedge Fund$145.2M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
165899
SEC file number
801-77541

Sources