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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

MACKENZIE INVESTMENTS

MACKENZIE INVESTMENTS CORPORATION, CRD 165899

BOSTON, MA

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Search this name across graphsid dfx:ria:56eaf04e-97f3-f80d-d2ad-c16fed739bf1

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 35
Dated events: 25
On other graphs: 0
Observed: Jan 2, 2013 to Mar 30, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.89 institutional_share=0.11 related_bd=true related_bank=true bd_reps=2.0
Regulatory AUM: $18BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $18B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 16
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 63
Private funds: 8Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-77541
CRD: 165899
Filings on the tape: 36
First filed: Jan 2, 2013
Latest filed: Mar 30, 2026
Organised: Corporation, DE
Website: mackenzieinvestments.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MACKENZIE US QUANTITATIVE AMPLIFIED CORE MASTER FUND (CAYMAN) LP	Hedge Fund	$95.5M	Mar 28, 2024	1	Mar 30, 2023	reported	n/a
MACKENZIE US QUANTITATIVE AMPLIFIED CORE FUND (CAYMAN) LTD.	Hedge Fund	$95.5M	Mar 28, 2024	1	Mar 30, 2023	reported	n/a
MACKENZIE EMERGING MARKETS SMALL CAP MASTER FUND (CAYMAN) LP	Other Private Fund	$55.4M	Mar 28, 2024	9	Aug 3, 2018	reported	021-312322
MACKENZIE INTERNATIONAL QUANTITATIVE LARGE CAP MASTER FUND (CAYMAN) LP	Other Private Fund	$45.4M	Mar 28, 2024	1	Jun 28, 2019	reported	021-340410
MACKENZIE INTERNATIONAL QUANTITATIVE LARGE CAP FUND (CAYMAN) LTD.	Other Private Fund	$45.4M	Mar 28, 2024	1	Jun 28, 2019	reported	021-340393
MACKENZIE EMERGING MARKETS SMALL CAP FUND (CAYMAN) LTD.	Other Private Fund	$45.0M	Mar 28, 2024	2	Aug 3, 2018	reported	021-312328
MACKENZIE INTERNATIONAL QUANTITATIVE SMALL CAP FUND (CAYMAN) LTD.	Other Private Fund	$43.5M	Mar 28, 2024	1	Jun 28, 2019	reported	021-340367
MACKENZIE INTERNATIONAL QUANTITATIVE SMALL CAP MASTER FUND (CAYMAN) LP	Other Private Fund	$43.5M	Mar 28, 2024	1	Jun 28, 2019	reported	021-340373
MACKENZIE EMERGING MARKETS LONG/SHORT MASTER FUND (CAYMAN) LP	Hedge Fund	$10.0M	Feb 3, 2020	1	Aug 3, 2018	dropped	021-318912

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DATTA, ARUP, KUMAR	SENIOR VICE-PRESIDENT, INVESTMENT MANAGEMENT AND GENERAL MANAGER	Na	yes	09/2017	Mar 29, 2018	Mar 28, 2024
DESMARAIS, ANDRE, ROGER	Trustee	F	yes	10/2013	Oct 29, 2013	Mar 28, 2024
DESMARAIS, PAUL, GUY	Trustee	F	yes	10/2013	Oct 29, 2013	Mar 28, 2024
DOER, GARY, ALBERT	Trustee	F	yes	05/2023	Mar 28, 2024	Mar 28, 2024
FLEMING, GREGORY, JAMES	Trustee	F	yes	02/2024	Mar 28, 2024	Mar 28, 2024
Goldberg, Rhonda, Suzanne	Director	Na	yes	12/2020	Mar 31, 2021	Mar 28, 2024
GOULD, JOSEPH, LUKE GREGOIRE	DIRECTOR, PRESIDENT AND CEO	Na	yes	07/2022	Oct 29, 2013	Mar 28, 2024
IGM FINANCIAL INC.	Shareholder	E	yes	08/1978	Jan 2, 2013	Mar 28, 2024
Locke, Steven, Gregory	DIRECTOR AND SENIOR VICE-PRESIDENT, CHIEF INVESTMENT OFFICER	Na	yes	12/2020	Mar 31, 2021	Mar 28, 2024
MACKENZIE FINANCIAL CORPORATION	Shareholder	E	yes	09/2012	Jan 2, 2013	Mar 28, 2024
MACKENZIE INC.	Shareholder	E	yes	01/2003	Jan 2, 2013	Mar 28, 2024
Potter, Keith, David Bernard	DIRECTOR, EXECUTIVE VICE-PRESIDENT AND CFO	Na	yes	07/2022	Mar 30, 2023	Mar 28, 2024
POWER CORPORATION OF CANADA	Shareholder	E	yes	12/2008	Jan 2, 2013	Mar 28, 2024
POWER FINANCIAL CORPORATION	Shareholder	D	yes	04/1940	Jan 2, 2013	Mar 28, 2024
REITER CURRIE, CYNTHIA, ANN	Director	Na	yes	12/2020	Mar 31, 2021	Mar 28, 2024
SEIDLER, GILLIAN, ELOISE	CHIEF COMPLIANCE OFFICER	Na	yes	05/2018	Mar 29, 2019	Mar 28, 2024
THE DESMARAIS FAMILY RESIDUARY TRUST	Shareholder	D	yes	10/2013	Oct 29, 2013	Mar 28, 2024
Westlind, Nicholas, Lars	Director	Na	yes	05/2023	Mar 28, 2024	Mar 28, 2024
DESMARAIS, SOPHIE	Trustee	F	no	03/2018	Mar 29, 2018	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MACKENZIE FINANCIAL CORPORATION	n/a	Asset manager	$195B	Y	yes	n/a
MACKENZIE INVESTMENTS EUROPE LIMITED	n/a	Asset manager	$5.3B	N	yes	n/a
MACKENZIE INVESTMENTS ASIA LIMITED	n/a	Asset manager	$2.5B	N	yes	n/a
CANADA LIFE INVESTMENT MANAGEMENT, LTD.	n/a	n/a	n/a	N	yes	n/a
CHINA ASSET MANAGEMENT CO., LTD.	n/a	n/a	n/a	N	yes	n/a
COUNSEL PORTFOLIO SERVICES INC.	n/a	n/a	n/a	N	yes	n/a
I.G. INVESTMENT MANAGEMENT, LTD.	n/a	n/a	n/a	N	yes	n/a
INVESTORS GROUP FINANCIAL SERVICES INC.	n/a	n/a	n/a	N	yes	n/a
INVESTORS GROUP INSURANCE SERVICES INC.	n/a	n/a	n/a	N	yes	n/a
INVESTORS GROUP SECURITIES INC.	n/a	n/a	n/a	N	yes	n/a
INVESTORS GROUP TRUST CO. LTD.	n/a	n/a	n/a	N	yes	n/a
IPC INVESTMENT CORPORATION	n/a	n/a	n/a	N	yes	n/a
IPC SECURITIES CORPORATION	n/a	n/a	n/a	N	yes	n/a
MACKENZIE EM FUNDS MANAGEMENT (CAYMAN) LTD.	n/a	n/a	n/a	N	yes	n/a
MEMLS FUND MANAGEMENT (CAYMAN) LTD.	n/a	n/a	n/a	N	yes	n/a
MMLP GP INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$18B	$18B	16	10	0	8	n/a
2024	Mar 28, 2025	$8.9B	$8.9B	14	9	0	8	n/a
2023	Mar 28, 2024	$7.6B	$7.6B	13	9	0	8	$469M
2022	Mar 30, 2023	$3.8B	$3.8B	13	8	0	8	$360M
2021	Mar 30, 2022	$4.4B	$4.4B	13	8	0	6	$294M
2020	Mar 31, 2021	$2.0B	$2.0B	12	8	0	6	$239M
2019	Mar 30, 2020	$1.0B	$1.0B	12	8	0	6	$200M
2018	Mar 29, 2019	$692M	$692M	9	6	1	3	$25.7M
2017	Mar 29, 2018	n/a	n/a	9	2	1	n/a	n/a
2016	Mar 31, 2017	n/a	n/a	6	1	n/a	n/a	n/a
2015	Mar 29, 2016	n/a	n/a	6	1	n/a	n/a	n/a
2014	Mar 27, 2015	n/a	n/a	6	1	n/a	n/a	n/a
2013	Mar 28, 2014	n/a	n/a	7	1	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$18B	$8.9B	103.2%	$3.8B	68.0%	16	14	0	0

Relationships

Affiliated with (7)

← NORTHLEAF CAPITAL ADVISORS LTD.Registered adviserother investment adviser, common control
factForm ADV
→ MACKENZIE INVESTMENTSRegistered adviserother investment adviser, broker-dealer, bank, pooled vehicle sponsor, control, common control
factForm ADV
→ MACKENZIE INVESTMENTS EUROPE LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
→ MACKENZIE INVESTMENTS ASIA LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← MACKENZIE INVESTMENTSRegistered adviserother investment adviser, bank, control, common control
factForm ADV
← MACKENZIE INVESTMENTS EUROPE LIMITEDRegistered adviserother investment adviser, bank, common control
factForm ADV
← MACKENZIE INVESTMENTS ASIA LIMITEDRegistered adviserother investment adviser, bank, common control
factForm ADV

Advises (9)

→ MACKENZIE INTERNATIONAL QUANTITATIVE LARGE CAP MASTER FUND (CAYMAN) LPPrivate fundOther Private Fund, IA
Jun 28, 2019 to presentfactForm ADV
→ MACKENZIE INTERNATIONAL QUANTITATIVE SMALL CAP FUND (CAYMAN) LTD.Private fundOther Private Fund, IA
Jun 28, 2019 to presentfactForm ADV
→ MACKENZIE INTERNATIONAL QUANTITATIVE SMALL CAP MASTER FUND (CAYMAN) LPPrivate fundOther Private Fund, IA
Jun 28, 2019 to presentfactForm ADV
→ MACKENZIE US QUANTITATIVE AMPLIFIED CORE FUND (CAYMAN) LTD.Private fundHedge Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ MACKENZIE US QUANTITATIVE AMPLIFIED CORE MASTER FUND (CAYMAN) LPPrivate fundHedge Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ MACKENZIE EMERGING MARKETS SMALL CAP FUND (CAYMAN) LTD.Private fundOther Private Fund, IA
Aug 3, 2018 to presentfactForm ADV
→ MACKENZIE INTERNATIONAL QUANTITATIVE LARGE CAP FUND (CAYMAN) LTD.Private fundOther Private Fund, IA
Jun 28, 2019 to presentfactForm ADV
→ MACKENZIE EMERGING MARKETS SMALL CAP MASTER FUND (CAYMAN) LPPrivate fundOther Private Fund, IA
Aug 3, 2018 to presentfactForm ADV
→ MACKENZIE EMERGING MARKETS LONG/SHORT MASTER FUND (CAYMAN) LPPrivate fundHedge Fund, IA, no longer reported
Aug 3, 2018 to Feb 3, 2020factForm ADV

Controls (18)

← MACKENZIE FINANCIAL CORPORATIONOwnerSHAREHOLDER, ownership code E, foreign entity
Jan 2, 2013 to Mar 28, 2024factForm ADV
← DESMARAIS, PAUL, GUYOwnerTRUSTEE, ownership code F, individual
Oct 29, 2013 to Mar 28, 2024factForm ADV
← DATTA, ARUP, KUMAROwnerSENIOR VICE-PRESIDENT, INVESTMENT MANAGEMENT AND GENERAL MANAGER, ownership code NA, individual
Mar 29, 2018 to Mar 28, 2024factForm ADV
← FLEMING, GREGORY, JAMESOwnerTRUSTEE, ownership code F, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV
← GOULD, JOSEPH, LUKE GREGOIREOwnerDIRECTOR, PRESIDENT AND CEO, ownership code NA, individual
Oct 29, 2013 to Mar 28, 2024factForm ADV
← DESMARAIS, ANDRE, ROGEROwnerTRUSTEE, ownership code F, individual
Oct 29, 2013 to Mar 28, 2024factForm ADV
← Goldberg, Rhonda, SuzanneOwnerDIRECTOR, ownership code NA, individual
Mar 31, 2021 to Mar 28, 2024factForm ADV
← SEIDLER, GILLIAN, ELOISEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2019 to Mar 28, 2024factForm ADV
← REITER CURRIE, CYNTHIA, ANNOwnerDIRECTOR, ownership code NA, individual
Mar 31, 2021 to Mar 28, 2024factForm ADV
← Westlind, Nicholas, LarsOwnerDIRECTOR, ownership code NA, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV
← Locke, Steven, GregoryOwnerDIRECTOR AND SENIOR VICE-PRESIDENT, CHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 31, 2021 to Mar 28, 2024factForm ADV
← Potter, Keith, David BernardOwnerDIRECTOR, EXECUTIVE VICE-PRESIDENT AND CFO, ownership code NA, individual
Mar 30, 2023 to Mar 28, 2024factForm ADV
← DOER, GARY, ALBERTOwnerTRUSTEE, ownership code F, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV
← IGM FINANCIAL INC.OwnerSHAREHOLDER, ownership code E, foreign entity
Jan 2, 2013 to Mar 28, 2024factForm ADV
← MACKENZIE INC.OwnerSHAREHOLDER, ownership code E, foreign entity
Jan 2, 2013 to Mar 28, 2024factForm ADV
← POWER CORPORATION OF CANADAOwnerSHAREHOLDER, ownership code E, foreign entity
Jan 2, 2013 to Mar 28, 2024factForm ADV
← POWER FINANCIAL CORPORATIONOwnerSHAREHOLDER, ownership code D, foreign entity
Jan 2, 2013 to Mar 28, 2024factForm ADV
← THE DESMARAIS FAMILY RESIDUARY TRUSTOwnerSHAREHOLDER, ownership code D, foreign entity
Oct 29, 2013 to Mar 28, 2024factForm ADV

Owns (1)

← DESMARAIS, SOPHIEOwnerTRUSTEE, ownership code F, individual
Mar 29, 2018 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Mackenzie Investments reported RAUM $18.1B, up 103% from $8.9B (2025-03-28 to 2026-03-30)
Form ADVobserved 6 days ago
$9.2B
Occurred
Mar 28, 2024
Regulatory AUM changed
Mackenzie Investments reported RAUM $7.6B, up 101% from $3.8B (2023-05-16 to 2024-03-28)
Form ADVobserved 6 days ago
$3.8B
Occurred
Mar 28, 2024
Control person left
Guy Fortin (Trustee) no longer on Schedule A of Mackenzie Investments (listed 2023-05-16, absent 2024-03-28)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person joined
Lars Nicholas Westlind (Director) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person joined
Albert Gary Doer (Trustee) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person joined
James Gregory Fleming (Trustee) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
May 16, 2023
Control person left
Wylie Michael Schnitman (Senior Vice President, Head Of Alternative Investments And General Manager) no longer on Schedule A of Mackenzie Investments (listed 2023-03-30, absent 2023-05-16)
Form ADVobserved 6 days ago
Occurred
May 16, 2023
Control person left
Subhas Sen (Director) no longer on Schedule A of Mackenzie Investments (listed 2023-03-30, absent 2023-05-16)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2023
Control person left
Michel Plessis-Belair (Trustee) no longer on Schedule A of Mackenzie Investments (listed 2022-12-02, absent 2023-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2023
Control person left
Sean Barry Mcinerney (Director, Chairman, President And Chief Executive Officer) no longer on Schedule A of Mackenzie Investments (listed 2022-12-02, absent 2023-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2023
Control person joined
David Bernard Keith Potter (Director, Executive Vice-President And Cfo) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Mackenzie Investments reported RAUM $4.4B, up 123% from $2.0B (2021-06-01 to 2022-03-30)
Form ADVobserved 6 days ago
$2.4B
Occurred
Mar 31, 2021
Regulatory AUM changed
Mackenzie Investments reported RAUM $2.0B, up 95% from $1.0B (2020-07-31 to 2021-03-31)
Form ADVobserved 6 days ago
$969M
Occurred
Mar 31, 2021
Control person joined
Suzanne Rhonda Goldberg (Director) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person joined
Subhas Sen (Director) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person joined
Gregory Steven Locke (Director) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person joined
Ann Cynthia Reiter Currie (Director) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person left
H Tony Elavia (Director, Executive Vice-President & Chief Investment Officer) no longer on Schedule A of Mackenzie Investments (listed 2020-07-31, absent 2021-03-31)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person left
Robert Jeffrey Carney (Director) no longer on Schedule A of Mackenzie Investments (listed 2020-07-31, absent 2021-03-31)
Form ADVobserved 6 days ago
Occurred
Feb 3, 2020
Control person joined
Wylie Michael Schnitman (Senior Vice President, Head Of Alternative Investments And General Manager) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 29, 2019
Control person joined
Eloise Gillian Seidler (Chief Compliance Officer) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 29, 2019
Control person joined
Robert Jeffrey Carney (Director) appeared on Schedule A of Mackenzie Investments
Form ADVobserved 6 days ago
Occurred
Mar 29, 2019
Control person left
Martin Ronald David Cheop (Chief Compliance Officer) no longer on Schedule A of Mackenzie Investments (listed 2018-08-03, absent 2019-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2019
Control person left
Wilson Jay Christopher Boyle (Director) no longer on Schedule A of Mackenzie Investments (listed 2018-08-03, absent 2019-03-29)
Form ADVobserved 6 days ago
Occurred
Jan 2, 2013
First Form ADV filing
Mackenzie Investments Corporation filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:56eaf04e-97f3-f80d-d2ad-c16fed739bf1
First observed: Jan 2, 2013
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MACKENZIE INVESTMENTS

MACKENZIE INVESTMENTS CORPORATION, CRD 165899

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:56eaf04e-97f3-f80d-d2ad-c16fed739bf1

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MACKENZIE US QUANTITATIVE AMPLIFIED CORE MASTER FUND (CAYMAN) LP

Hedge Fund

$95.5M

Mar 28, 2024

Mar 30, 2023

reported

n/a

MACKENZIE US QUANTITATIVE AMPLIFIED CORE FUND (CAYMAN) LTD.

Hedge Fund

$95.5M

Mar 28, 2024

Mar 30, 2023

reported

n/a

MACKENZIE EMERGING MARKETS SMALL CAP MASTER FUND (CAYMAN) LP

Other Private Fund

$55.4M

Mar 28, 2024

Aug 3, 2018

reported

021-312322

MACKENZIE INTERNATIONAL QUANTITATIVE LARGE CAP MASTER FUND (CAYMAN) LP

Other Private Fund

$45.4M

Mar 28, 2024

Jun 28, 2019

reported

021-340410

MACKENZIE INTERNATIONAL QUANTITATIVE LARGE CAP FUND (CAYMAN) LTD.

Other Private Fund

$45.4M

Mar 28, 2024

Jun 28, 2019

reported

021-340393

MACKENZIE EMERGING MARKETS SMALL CAP FUND (CAYMAN) LTD.

Other Private Fund

$45.0M

Mar 28, 2024

Aug 3, 2018

reported

021-312328

MACKENZIE INTERNATIONAL QUANTITATIVE SMALL CAP FUND (CAYMAN) LTD.

Other Private Fund

$43.5M

Mar 28, 2024

Jun 28, 2019

reported

021-340367

MACKENZIE INTERNATIONAL QUANTITATIVE SMALL CAP MASTER FUND (CAYMAN) LP

Other Private Fund

$43.5M

Mar 28, 2024

Jun 28, 2019

reported

021-340373

MACKENZIE EMERGING MARKETS LONG/SHORT MASTER FUND (CAYMAN) LP

Hedge Fund

$10.0M

Feb 3, 2020

Aug 3, 2018

dropped

021-318912

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DATTA, ARUP, KUMAR

SENIOR VICE-PRESIDENT, INVESTMENT MANAGEMENT AND GENERAL MANAGER

yes

09/2017

Mar 29, 2018

Mar 28, 2024

DESMARAIS, ANDRE, ROGER

Trustee

yes

10/2013

Oct 29, 2013

Mar 28, 2024

DESMARAIS, PAUL, GUY

Trustee

yes

10/2013

Oct 29, 2013

Mar 28, 2024

DOER, GARY, ALBERT

Trustee

yes

05/2023

Mar 28, 2024

FLEMING, GREGORY, JAMES

Trustee

yes

02/2024

Mar 28, 2024

Goldberg, Rhonda, Suzanne

Director

yes

12/2020

Mar 31, 2021

Mar 28, 2024

GOULD, JOSEPH, LUKE GREGOIRE

DIRECTOR, PRESIDENT AND CEO

yes

07/2022

Oct 29, 2013

Mar 28, 2024

IGM FINANCIAL INC.

Shareholder

yes

08/1978

Jan 2, 2013

Mar 28, 2024

Locke, Steven, Gregory

DIRECTOR AND SENIOR VICE-PRESIDENT, CHIEF INVESTMENT OFFICER

yes

12/2020

Mar 31, 2021

Mar 28, 2024

MACKENZIE FINANCIAL CORPORATION

Shareholder

yes

09/2012

Jan 2, 2013

Mar 28, 2024

MACKENZIE INC.

Shareholder

yes

01/2003

Jan 2, 2013

Mar 28, 2024

Potter, Keith, David Bernard

DIRECTOR, EXECUTIVE VICE-PRESIDENT AND CFO

yes

07/2022

Mar 30, 2023

Mar 28, 2024

POWER CORPORATION OF CANADA

Shareholder

yes

12/2008

Jan 2, 2013

Mar 28, 2024

POWER FINANCIAL CORPORATION

Shareholder

yes

04/1940

Jan 2, 2013

Mar 28, 2024

REITER CURRIE, CYNTHIA, ANN

Director

yes

12/2020

Mar 31, 2021

Mar 28, 2024

SEIDLER, GILLIAN, ELOISE

CHIEF COMPLIANCE OFFICER

yes

05/2018

Mar 29, 2019

Mar 28, 2024

THE DESMARAIS FAMILY RESIDUARY TRUST

Shareholder

yes

10/2013

Oct 29, 2013

Mar 28, 2024

Westlind, Nicholas, Lars

Director

yes

05/2023

Mar 28, 2024

DESMARAIS, SOPHIE

Trustee

03/2018

Mar 29, 2018

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MACKENZIE FINANCIAL CORPORATION

n/a

Asset manager

$195B

yes

n/a

MACKENZIE INVESTMENTS EUROPE LIMITED

n/a

Asset manager

$5.3B

yes

n/a

MACKENZIE INVESTMENTS ASIA LIMITED

n/a

Asset manager

$2.5B

yes

n/a

CANADA LIFE INVESTMENT MANAGEMENT, LTD.

n/a

yes

n/a

CHINA ASSET MANAGEMENT CO., LTD.

n/a

yes

n/a

COUNSEL PORTFOLIO SERVICES INC.

n/a

yes

n/a

I.G. INVESTMENT MANAGEMENT, LTD.

n/a

yes

n/a

INVESTORS GROUP FINANCIAL SERVICES INC.

n/a

yes

n/a

INVESTORS GROUP INSURANCE SERVICES INC.

n/a

yes

n/a

INVESTORS GROUP SECURITIES INC.

n/a

yes

n/a

INVESTORS GROUP TRUST CO. LTD.

n/a

yes

n/a

IPC INVESTMENT CORPORATION

n/a

yes

n/a

IPC SECURITIES CORPORATION

n/a

yes

n/a

MACKENZIE EM FUNDS MANAGEMENT (CAYMAN) LTD.

n/a

yes

n/a

MEMLS FUND MANAGEMENT (CAYMAN) LTD.

n/a

yes

n/a

MMLP GP INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$18B

n/a

2024

Mar 28, 2025

$8.9B

n/a

2023

Mar 28, 2024

$7.6B

$469M

2022

Mar 30, 2023

$3.8B

$360M

2021

Mar 30, 2022

$4.4B

$294M

2020

Mar 31, 2021

$2.0B

$239M

2019

Mar 30, 2020

$1.0B

$200M

2018

Mar 29, 2019

$692M

$25.7M

2017

Mar 29, 2018

n/a

2016

Mar 31, 2017

n/a

2015

Mar 29, 2016

n/a

2014

Mar 27, 2015

n/a

2013

Mar 28, 2014

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$18B

$8.9B

103.2%

$3.8B

68.0%