MacQuarie Wealth Advisers, LLC
● SEC registered since 2007CRD 141805SEC# 801-67480New York, NY
Ranks #1,367 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$4.82B
Fund GAV
$752.6M
Private funds
19
Employees
69
Accounts
29
Location
New York, NY
MacQuarie Wealth Advisers, LLC assets under management
MacQuarie Wealth Advisers, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2007. It reports $4.8 billion in regulatory assets under management and employs 69 people. MacQuarie Wealth Advisers, LLC manages 19 private funds with combined gross assets of $752.6 million, including MacQuarie Energy Transition Infrastructure Fund, L.P. By regulatory assets, it ranks 1,367 of 6,004 private fund managers.
MacQuarie Wealth Advisers, LLC private funds
19 funds · $752.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| MacQuarie Energy Transition Infrastructure Fund, L.P. | Private Equity | $132.6M | $10K |
| MacQuarie Energy Solutions Fund, LLC | Private Equity | $125.1M | $250K |
| Central Park Group Carlyle Equity Opportunity Fund II, LLC | Private Equity | $74.6M | $150K |
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Join to unlock · $37/moMacQuarie Wealth Advisers, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Halsey Lee Control | Co-Head Of Wealth Solutions Through April 10, 2025; Head Of Ws April 10, 2025-June 30, 2025; Manager And President July 1, 2025 | Under 5% | 2024 |
| Christopher Frost Control | Manager | Under 5% | 2026 |
| Damon Joseph Karras Control | Manager | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does MacQuarie Wealth Advisers, LLC manage?
MacQuarie Wealth Advisers, LLC reports $4.8 billion in regulatory assets under management on its Form ADV.
How many private funds does MacQuarie Wealth Advisers, LLC manage?
MacQuarie Wealth Advisers, LLC manages 19 private funds with combined gross assets of $752.6 million.
How many employees does MacQuarie Wealth Advisers, LLC have?
MacQuarie Wealth Advisers, LLC reports 69 employees.
Where is MacQuarie Wealth Advisers, LLC located?
MacQuarie Wealth Advisers, LLC is based in New York, NY and has been SEC-registered since 2007.
Does MacQuarie Wealth Advisers, LLC disclose fund performance?
MacQuarie Wealth Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 660 Fifth Avenue, New York, NY 10103 |
| Phone | 212-317-9200 |
| Office hours | 8:30 a.m. - 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.82B▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
AUM vs fund managersTop 23%
Larger than 77% of 6,004 private-fund managers
Number of fundsTop 13%
More funds than 87% of fund managers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$4.82Bregulatory AUM
Discretionary $4.82B
Fund type mix
Private Equity14
Hedge2
Real Estate2
Other Private1
Service providers
Auditor
Custodian
Administrator