MACKENZIE INVESTMENTS EUROPE LIMITED
Adviser information for MACKENZIE INVESTMENTS EUROPE LIMITED last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ireland |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 10 | $4.6B |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $4.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 9 | $4.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $77.8M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 90 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-108302 |
|---|---|
| SEC ERA File Number | 801-108302 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284912 |
| Legal Entity Identifier | 549300QTBWVEX7NEB073 |
Principal Office
3 SHELBOURNE BUILDINGS, CRAMPTON AVENUESHELBOURNE ROAD, BALLSBRIDGE
DUBLIN 4
Ireland
Monday - Friday, 8:00AM - 5:00PM IRISH STANDARD TIME
Tel: 011-353-1-449-4000, Fax: None
Websites
Chief Compliance Officer
LAURA MOYNIHAN
HEAD OF COMPLIANCE
3 SHELBOURNE BUILDINGS, CRAMPTON AVENUE
SHELBOURNE ROAD, BALLSBRIDGE
DUBLIN 4
Ireland
Tel:
011-353-1-449-4010
L*************@***********************M
(Full email address available in API data)
Regulatory Contact
SEAN LAPHEN
REGIONAL DIRECTOR IRELAND & HEAD FINANCE
3 SHELBOURNE BUILDINGS, CRAMPTON AVENUE
SHELBOURNE ROAD, BALLSBRIDGE
DUBLIN 4
Ireland
Tel:
011-353-1-449 4009
S**********@***********************M
(Full email address available in API data)
Industry Affiliates
| CANADA LIFE INVESTMENT MANAGEMENT, LTD. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| COUNSEL PORTFOLIO SERVICES INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| I.G. INSURANCE SERVICES INC. | Insurance company or agency |
| I.G. INVESTMENT MANAGEMENT, LTD. | Other investment adviser, including financial plannersInsurance company or agencySponsor, GP, manager of pooled investment vehicles |
| INVESTORS GROUP FINANCIAL SERVICES INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerInsurance company or agency |
| INVESTORS GROUP SECURITIES INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| INVESTORS GROUP TRUST CO. LTD. | Trust company |
| IPC INVESTMENT CORPORATION | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| IPC SECURITIES CORPORATION | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| MACKENZIE EM FUNDS MANAGEMENT (CAYMAN) LTD. | Sponsor, GP, manager of pooled investment vehicles |
| MACKENZIE INVESTMENTS | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MACKENZIE INVESTMENTS | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| MACKENZIE INVESTMENTS ASIA LIMITED | Other investment adviser, including financial planners |
| MEMLS FUND MANAGEMENT (CAYMAN) LTD. | Sponsor, GP, manager of pooled investment vehicles |
| MMLP GP INC. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DESMARAIS, PAUL, GUY | Individual | THE DESMARAIS FAMILY RESIDUARY TRUST | TRUSTEE | 10/2013 | |
| DESMARAIS, ANDRE, ROGER | Individual | THE DESMARAIS FAMILY RESIDUARY TRUST | TRUSTEE | 10/2013 | |
| POWER FINANCIAL CORPORATION | Foreign Entity | IGM FINANCIAL INC. | SHAREHOLDER | 04/1940 | 50-75% |
| POWER CORPORATION OF CANADA | Foreign Entity | POWER FINANCIAL CORPORATION | SHAREHOLDER | 12/2008 | > 75% |
| IGM FINANCIAL INC. | Foreign Entity | MACKENZIE INVESTMENTS | SHAREHOLDER | 11/1984 | > 75% |
| THE DESMARAIS FAMILY RESIDUARY TRUST | Foreign Entity | POWER CORPORATION OF CANADA | SHAREHOLDER | 10/2013 | 50-75% |
| TURPIN, PAUL, BRENDAN | Individual | – | DIRECTOR | 05/2007 | < 5% |
| COYLE, DAVID, JOSEPH | Individual | – | DIRECTOR & CHAIRMAN OF THE BOARD | 05/1993 | < 5% |
| Horgan, Michael, Augustine | Individual | – | DIRECTOR | 05/2001 | < 5% |
| DESMARAIS, SOPHIE | Individual | THE DESMARAIS FAMILY RESIDUARY TRUST | TRUSTEE | 03/2018 | |
| MACKENZIE INVESTMENTS | Foreign Entity | – | SHAREHOLDER | 12/2018 | > 75% |
| MACKENZIE INC. | Foreign Entity | MACKENZIE INVESTMENTS | SHAREHOLDER | 01/2003 | > 75% |
| Marks, Lesley, Carolyn | Individual | – | DIRECTOR | 03/2021 | < 5% |
| Lawrence, Ian, Ronald | Individual | – | DIRECTOR | 07/2022 | < 5% |
| Laphen, Sean, Martin | Individual | – | REGIONAL DIRECTOR IRELAND, HEAD FINANCE | 07/2022 | < 5% |
| Moynihan, Laura | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2022 | < 5% |
| PANSOLO HOLDING INC. | Foreign Entity | POWER CORPORATION OF CANADA | SHAREHOLDER | 10/2015 | 50-75% |
| DOER, GARY, ALBERT | Individual | THE DESMARAIS FAMILY RESIDUARY TRUST | TRUSTEE | 05/2023 | |
| FLEMING, GREGORY, JAMES | Individual | THE DESMARAIS FAMILY RESIDUARY TRUST | TRUSTEE | 02/2024 |