DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Macquarie Wealth Advisers, LLC

Asset manager (funds and pooled vehicles)New York, New YorkCRD 141805SEC 801-67480website IAPD

Latest filing Jun 29, 2026

First filing on the tape Mar 28, 2012 · 34 filings

SEC status approved since Feb 7, 2007

RAUM

$4.8B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

24 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

34 filings and snapshots on the tape

RAUM$4.8B as of Jun 29, 2026

Mar 28, 2012$529M then

HNW client RAUM$0 as of Jun 29, 2026

Mar 29, 2018$0 then

State-registered IARs (5.B.3)0 as of Jun 29, 2026

Mar 28, 20130 then

Employees (5.A)69 as of Jun 29, 2026

Mar 28, 201326 then

Private funds19 as of Jun 29, 2026

Mar 28, 201211 then

RAUM +9.4% over the last fiscal year+3.0% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Jun 29, 2026; every figure names its basis

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $166MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year: -2.7%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, performance-basedreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
Custody: $1.3B, 20 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Investment companies$3.6B74%
Pooled investment vehicles$1.3B26%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 29reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $1.3B for 20 clientsreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=23.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

25 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
Central Park Group Carlyle Equity Opportunity Fund II, LLC	Private Equity Fund	$90.1M	307	Mar 30, 2016
Central Park Group Activist Fund, LLC	Hedge Fund	$66.9M	129	Mar 28, 2013
Central Park Group Kkr Americas Fund Xii, LLC	Private Equity Fund	$66.0M	118	Mar 29, 2018
Central Park Group Wp Energy Fund, LLC	Private Equity Fund	$50.2M	255	Mar 24, 2015
Central Park Group Wp Private Equity Xi, LLC	Private Equity Fund	$48.1M	201	Mar 28, 2013
Central Park Group Wp Private Equity Xii, LLC	Private Equity Fund	$39.7M	163	Mar 30, 2016
Central Park Group Alpinvest Co-Investment Fund Vii, LLC	Private Equity Fund	$37.3M	66	Mar 29, 2018
Central Park Group Global Private Equity Fund, LLC	Private Equity Fund	$36.5M	214	Mar 28, 2012
Central Park Group Wp Global Growth, LLC	Private Equity Fund	$34.9M	82	Mar 29, 2019
Central Park Group Carlyle Equity Opportunity Fund, LLC	Private Equity Fund	$30.0M	481	Mar 28, 2012
Cpg Brookfield Opportunistic Real Estate, LLC	Real Estate Fund	$19.7M	43	Mar 30, 2017
Central Park Group Carlyle Fund, LLC	Private Equity Fund	$19.4M	214	Mar 28, 2012
Central Park Group Manager Alliance Fund II, LLC	Private Equity Fund	$19.1M	182	Mar 28, 2012
Ironwood Partners Access Fund LLCno longer reported	Hedge Fund	$18.7M	33	Mar 27, 2014
Central Park Group Global Distressed Fund, LLCno longer reported	Hedge Fund	$16.7M	64	Mar 28, 2012
Central Park Group Lighthouse Global Long/Short Fund, LLC	Hedge Fund	$9.4M	22	Mar 28, 2012
Central Park Group Cobalt Fund, LLCno longer reported	Hedge Fund	$8.5M	42	Mar 28, 2012
Central Park Group Real Estate Special Situations Fund, LLCno longer reported	Real Estate Fund	$6.7M	172	Mar 28, 2012
Discretionary Managed Futures Fund, LLCno longer reported	Hedge Fund	$6.3M	25	Mar 27, 2014
Central Park Group Whm Wolfcreek Fund, LLCno longer reported	Hedge Fund	$6.1M	69	Mar 28, 2013
Central Park Group Atlas Global Fund, LLCno longer reported	Hedge Fund	$5.7M	29	Mar 28, 2012
Central Park Group Real Estate Opportunity Fund, LLC	Real Estate Fund	$4.9M	76	Mar 28, 2012
Small Cap Long Short Fund LLCno longer reported	Hedge Fund	$3.8M	12	Mar 27, 2014
Central Park Group Manager Alliance Fund, LLC	Private Equity Fund	$3.7M	184	Mar 28, 2012
Central Park Group Catalyst Equity Fund, LLCno longer reported	Hedge Fund	$1.2M	9	Mar 28, 2013

Owners and control persons

Schedule A and B, latest filing

Paul Gregory Brousseau · Co-Head Of Wealth Solutions (Through March 31, 2024)control
since 03/2022 · owns less than 5%
Forrester David Connor · General Counsel, Public Investments America, Macquarie Asset Managementcontrol
since 03/2022 · owns less than 5%
Smith Ruth Goodstein · Chief Operating Officer Of Wealth Solutionscontrol
since 03/2022 · owns less than 5%
Halsey Alexander Lee · Co-Head Of Wealth Solutions (As Of April 1, 2024)control
since 04/2024 · owns less than 5%
Michael Mascis · Chief Administrative Officer Of Wealth Solutions (Through March 31, 2024); Co-Head Of Wealth Solutions (As Of April 1, 2024)control
since 03/2022 · owns less than 5%
Louis Seth Pearlstein · Chief Compliance Officercontrol
since 10/2015 · owns less than 5%
Alan Mitchell Tanzman · Co-Head Of Wealth Solutions (Through March 31, 2024)control
since 03/2022 · owns less than 5%

Entity owners

Central Park Group, LLC · Managing Member
direct · owns 75% or more
Macquarie Affiliated Managers (USA) Inc. · Parent
indirect · owns 75% or more of Macquarie Management Holdings, Inc.
Macquarie Affiliated Managers Holdings (USA) Inc. · Parent
indirect · owns 75% or more of Macquarie Affiliated Managers (USA) Inc.
Macquarie Asset Management Holdings Pty Limited · Parent
indirect · owns 75% or more of Macquarie Asset Management US Holdings Pty Limited
Macquarie Asset Management US Holdings Pty Limited · Parent
indirect · owns 75% or more of Macquarie Fg Holdings Inc.
Macquarie Fg Holdings Inc. · Parent
indirect · owns 75% or more of Macquarie Affiliated Managers Holdings (USA) Inc.
Macquarie Group Limited · Parent
indirect · owns 75% or more of Macquarie Asset Management Holdings Pty Limited
Macquarie Management Holdings, Inc. · Parent
indirect · owns 75% or more of Central Park Group, LLC

Related persons

Schedule D 7.A

Central Park Fund Administration, LLC
pooled vehicle sponsorn
Delaware Distributors, L.P.
broker-dealern
Nomura Investment Management Business Trust
investment adviserbanknRAUM $144B

Advisers that list Macquarie Wealth Advisers, LLC as a related person

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

unusual affiliate densityStatic outlier · filing Jun 29, 2026
distinct affiliate types checked on Item 7.A of 6.0 against a peer median of 2.0 (797 comparable advisers, 99.0th percentile, 5.4 robust deviations)
peers: asset managers, $1B to $5B (797) · 99% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 24 to 29
Apr 29, 2026 to Jun 29, 2026
Advisory employees · 14 to 24
Apr 29, 2026 to Jun 29, 2026
BD registered reps · 25 to 23
Apr 29, 2026 to Jun 29, 2026
Pooled vehicle clients · 15 to 20
Apr 29, 2026 to Jun 29, 2026
Assets in custody · $558M to $1.3B
Apr 29, 2026 to Jun 29, 2026
Private funds · 15 to 19
Apr 29, 2026 to Jun 29, 2026
Discretionary RAUM · $4.3B to $4.8B
Apr 29, 2026 to Jun 29, 2026
Pooled vehicle RAUM · $558M to $1.3B
Apr 29, 2026 to Jun 29, 2026
RAUM · $4.3B to $4.8B
Apr 29, 2026 to Jun 29, 2026
Business name · CENTRAL PARK ADVISERS, LLC to MACQUARIE WEALTH ADVISERS, LLC
Jun 27, 2025 to Jul 11, 2025
Assets in custody · $4.3B to $558M
Jun 27, 2025 to Jul 11, 2025
Financial planning clients · unset to
Jun 27, 2025 to Jul 11, 2025
Legal name · CENTRAL PARK ADVISERS, LLC to MACQUARIE WEALTH ADVISERS, LLC
Jun 27, 2025 to Jul 11, 2025
Accounts · 25 to 24
Feb 26, 2025 to Jun 27, 2025
Advisory employees · 13 to 14
Feb 26, 2025 to Jun 27, 2025
BD registered reps · 29 to 25
Feb 26, 2025 to Jun 27, 2025
Assets in custody · $572M to $4.3B
Feb 26, 2025 to Jun 27, 2025
Employees · 75 to 69
Feb 26, 2025 to Jun 27, 2025
Discretionary RAUM · $4.4B to $4.3B
Feb 26, 2025 to Jun 27, 2025
Pooled vehicle RAUM · $572M to $558M
Feb 26, 2025 to Jun 27, 2025
RAUM · $4.4B to $4.3B
Feb 26, 2025 to Jun 27, 2025
Advisory employees · 9 to 13
Nov 15, 2023 to Mar 28, 2024
BD registered reps · 28 to 29
Nov 15, 2023 to Mar 28, 2024
Pooled vehicle clients · 16 to 15
Nov 15, 2023 to Mar 28, 2024
Assets in custody · $649M to $572M
Nov 15, 2023 to Mar 28, 2024
Employees · 62 to 75
Nov 15, 2023 to Mar 28, 2024
Private funds · 16 to 15
Nov 15, 2023 to Mar 28, 2024
Discretionary RAUM · $4.4B to $4.4B
Nov 15, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $649M to $572M
Nov 15, 2023 to Mar 28, 2024
RAUM · $4.4B to $4.4B
Nov 15, 2023 to Mar 28, 2024
Accounts · 24 to 25
Nov 4, 2022 to Mar 30, 2023
Advisory employees · 10 to 9
Nov 4, 2022 to Mar 30, 2023
BD registered reps · 19 to 28
Nov 4, 2022 to Mar 30, 2023
Assets in custody · $734M to $649M
Nov 4, 2022 to Mar 30, 2023
Employees · 36 to 62
Nov 4, 2022 to Mar 30, 2023
Discretionary RAUM · $4.0B to $4.4B
Nov 4, 2022 to Mar 30, 2023
Pooled vehicle RAUM · $734M to $649M
Nov 4, 2022 to Mar 30, 2023
RAUM · $4.0B to $4.4B
Nov 4, 2022 to Mar 30, 2023
Accounts · 26 to 24
Mar 30, 2021 to Mar 30, 2022
Advisory employees · 9 to 10
Mar 30, 2021 to Mar 30, 2022

Signals

5 dated events

Halsey Alexander Lee (Co-Head Of Wealth Solutions (As Of April 1, 2024)) appeared on Schedule A of Macquarie Wealth Advisers, Llc
Mar 28, 2024 · Control person joined · fact
Forrester David Connor (General Counsel, Public Investments America, Macquarie Asset Management) appeared on Schedule A of Macquarie Wealth Advisers, Llc
Mar 30, 2023 · Control person joined · fact
Macquarie Wealth Advisers, Llc reported RAUM $4.0B, up 36% from $2.9B (2021-03-30 to 2022-03-30)
Mar 30, 2022 · RAUM change · derived
Coleman Kenneth Whitney (Elected Manager) no longer on Schedule A of Macquarie Wealth Advisers, Llc (listed 2021-03-30, absent 2022-03-30)
Mar 30, 2022 · Control person left · inference
Benjamin James Hawkes (Elected Manager) no longer on Schedule A of Macquarie Wealth Advisers, Llc (listed 2021-03-30, absent 2022-03-30)
Mar 30, 2022 · Control person left · inference

Across DFX

shared identifiers only, never a name match

Macquarie Wealth Advisers, LLC · Independent Sponsors
shared crd · capital_provider
Central Park Advisers, LLC · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Firm profile: LINKEDIN.COM/COMPANY/2073004reportedpublic record, Form ADV, Sep 17, 2026
Website: macquarie.com/us/en.htmlreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 212-317-9200reportedpublic record, Form ADV, Jun 29, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

Macquarie Wealth Advisers, LLC is the same institution as 1 record in Real Estate Funds.

Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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