Macquarie Funds Management (Usa) Inc. is a mid-sized advisory firm based in New York. It manages $73.31 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.
Macquarie Funds Management (Usa) provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Macquarie Funds Management (Usa) Inc. is $73.31 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Macquarie Funds Management (Usa) Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Benjamin Matthaus Bruck has been acting as President since 1 Nov 2005. William Joseph Fink joined the executive team most recently as the Chief Compliance Officer.
The principal office where Macquarie Funds Management (Usa) Inc. performs its advisory services is located at 125 West 55 Th Street, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-231-1000 or by fax 212-231-1878. The normal business hours are 9am to 5pm on Monday - Friday.