MEAG NEW YORK CORPORATION
Adviser information for MEAG NEW YORK CORPORATION 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 | Delaware, United States |
Employees
| Total Number of Employees | 42 |
|---|---|
| Investment Advisory/Research | 24 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 131 | $41.6B |
| Non-Discretionary | 9 | $2.3B |
| Total | 140 | $43.9B |
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 | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 30 | $37.4B |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.2B |
| Other | 10 | $4.3B |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 45 |
Services
| Advisory Services | Portfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-126363 |
|---|---|
| SEC ERA File Number | 801-126363 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 321962 |
| Legal Entity Identifier | 549300GYV8QBOBYJ6239 |
Principal Office
330 MADISON AVE13TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:00AM TO 5:00PM
Tel: 212-583-4826, Fax: None
Chief Compliance Officer
JOSIELYNE PACIFICO
VICE PRESIDENT
330 MADISON AVE
13TH FLOOR
NEW YORK
NY
United States
Tel:
212-583-4835
J********@**********M
(Full email address available in API data)
Regulatory Contact
ERIC ROBENS
HEAD OF COMPLIANCE & ENTERPRISE RISK CONTROLLING
330 MADISON AVE
13TH FLOOR
NEW YORK
NY
United States
Tel:
212-266-8776
E******@**********M
(Full email address available in API data)
Industry Affiliates
| AMERICAN ALTERNATIVE INSURANCE CORPORATION | Insurance company or agency |
| AMERICAN FAMILY HOME INSURANCE COMPANY | Insurance company or agency |
| AMERICAN MODERN HOME INSURANCE COMPANY | Insurance company or agency |
| AMERICAN MODERN INSURANCE COMPANY OF FLORIDA INC. | Insurance company or agency |
| AMERICAN MODERN LLOYDS INSURANCE COMPANY | Insurance company or agency |
| AMERICAN MODERN PROPERTY AND CASUALTY INSURANCE COMPANY | Insurance company or agency |
| AMERICAN MODERN SELECT INSURANCE COMPANY | Insurance company or agency |
| AMERICAN SOUTHERN HOME INSURANCE COMPANY | Insurance company or agency |
| AMERICAN WESTERN HOME INSURANCE COMPANY | Insurance company or agency |
| BRIDGEWAY INSURANCE COMPANY | Insurance company or agency |
| DIGITAL ADVANTAGE INSURANCE COMPANY | Insurance company or agency |
| GREAT LAKES INSURANCE SE | Insurance company or agency |
| HSB SPECIALTY INSURANCE COMPANY | Insurance company or agency |
| MEAG HONG KONG LIMITED | Other investment adviser, including financial planners |
| MEAG LUXEMBOURG S.� R.L. | Other investment adviser, including financial planners |
| MEAG MUNICH ERGO ASSET MANAGEMENT GMBH | Other investment adviser, including financial planners |
| MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH | Other investment adviser, including financial planners |
| MR INFRASTRUCTURE, INC. | Sponsor, GP, manager of pooled investment vehicles |
| MUNICH AMERICAN LIFE REINSURANCE COMPANY | Insurance company or agency |
| MUNICH AMERICAN REASSURANCE COMPANY | Insurance company or agency |
| MUNICH RE CAPITAL LIMITED | Insurance company or agency |
| MUNICH RE OF BERMUDA, LTD. | Insurance company or agency |
| MUNICH RE OF MALTA PLC | Insurance company or agency |
| MUNICH RE US LIFE CORPORATION | Insurance company or agency |
| MUNICH REINSURANCE AMERICA, INC. | Insurance company or agency |
| MUNICH REINSURANCE COMPANY | Insurance company or agency |
| MUNICH REINSURANCE COMPANY OF CANADA | Insurance company or agency |
| NEW REINSURANCE COMPANY LTD. | Insurance company or agency |
| PRINCETON EXCESS AND SURPLUS LINES INSURANCE COMPANY | Insurance company or agency |
| TEMPLE INSURANCE COMPANY | Insurance company or agency |
| THE BOILER INSPECTION AND INSURANCE COMPANY OF CANADA | Insurance company or agency |
| THE HARTFORD STEAM BOILER INSPECTION AND INSURANCE COMPANY | Insurance company or agency |
| THE HARTFORD STEAM BOILER INSPECTION AND INSURANCE COMPANY OF CONNECTICUT | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PACIFICO, JOSIELYNE, KWONG | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2011 | < 5% |
| BUCHER, THOMAS | Individual | – | PRESIDENT | 07/2023 | < 5% |
| CAVALLONE, MARK, JOSEPH | Individual | – | VICE PRESIDENT | 10/2020 | < 5% |
| KLEIN, JEREMY, SCOTT | Individual | – | VICE PRESIDENT | 06/2020 | < 5% |
| ROEHRS, ALEXANDER, MICHAEL PATRICK | Individual | – | DIRECTOR | 07/2023 | < 5% |
| MOSCHNER, ANDREE, CHRISTOPH | Individual | – | DIRECTOR | 11/2019 | < 5% |
| MUNICH-AMERICAN HOLDING CORPORATION | Domestic Entity | – | SOLE SHAREHOLDER | 12/2002 | > 75% |
| HORBELT, OLIVER, JURGEN | Individual | – | DIRECTOR | 11/2019 | < 5% |
| RAUTH, CORRIN, MARIA | Individual | – | TREASURER | 01/2022 | < 5% |
| WELLHOEFER, FRANK, CLAUS | Individual | – | DIRECTOR | 05/2014 | < 5% |
| MUNICH REINSURANCE COMPANY | Foreign Entity | MUNICH-AMERICAN HOLDING CORPORATION | SHAREHOLDER | 12/2002 | > 75% |
| POLL, ALEXANDER, KRISTIAN | Individual | – | VICE PRESIDENT | 12/2023 | < 5% |