Data / Investment advisers / New York / Macquarie Wealth Advisers, LLC
Macquarie Wealth Advisers, LLC, New York, NY: $4.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Macquarie Wealth Advisers, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $4.8 billion in regulatory assets under management in its Form ADV filed June 29, 2026. Its clients include investment companies and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 19 private funds.
The request: Watch Macquarie Wealth Advisers, LLC (CRD number 141805): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 141805
- SEC file number
- 801-67480
- SEC status
- Approved, effective February 7, 2007
- Main office
- 660 Fifth Avenue, New York, NY 10103
- Phone
- (212) 317-9200
- Regulatory AUM
- $4,821,270,033 in the Form ADV filed June 29, 2026
- Discretionary AUM
- $4,821,270,033
- Accounts
- 29
- Employees
- 69, of which 24 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 19: 14 private equity funds, 2 hedge funds, 2 real estate funds, 1 other private fund
- Gross assets of private funds
- $752,611,834
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 9 | $3.56 billion |
| Pooled investment vehicles | 20 | $1.26 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $4.82 billion | June 29, 2026 |
| December 1, 2025 | $4.29 billion | July 11, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Taconic Capital Advisors LP | New York | $4.86 billion | 16 | adviserinfo.sec.gov |
| Energy Impact Partners LP | New York | $4.86 billion | 14 | adviserinfo.sec.gov |
| Brightstar Capital Partners | New York | $4.85 billion | 18 | adviserinfo.sec.gov |
| Compound Planning, Inc. | New York | $4.85 billion | Not listed | adviserinfo.sec.gov |
| Encompass Capital Advisors LLC | New York | $4.84 billion | 3 | adviserinfo.sec.gov |
| Dme Capital Management, LP | New York | $4.80 billion | 6 | adviserinfo.sec.gov |
| Claros REIT Management LP | New York | $4.76 billion | Not listed | adviserinfo.sec.gov |
| East Rock Capital, LLC | New York | $4.76 billion | 15 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Macquarie Wealth Advisers, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.