|
⚲
|
| Macquarie Wealth Advisers LLC
✚
|
|
|---|---|
| CRD # | 141805 |
| SEC # | 801-67480 |
| CIK # | |
| AUM | $4.8 B (2026-06-29) |
| Employees | 69 (35% Investors, 33% Brokers) |
| Phone | 212-317-9200 |
| Address | 660 Fifth Avenue New York, NY 10103 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Macquarie Energy Solutions Fund LLC | [2026-06-29] | 128.1 | 125.1 |
| PE | Macquarie Energy Transition Infrastructure Fund LP | [2026-06-29] | 0.0 | 132.6 |
| PE | Macquarie Infrastructure Fund LP | [2026-06-29] | 0.0 | 13.2 |
| Other | Macquarie Infrastructure Income Opportunities Fund | [2026-06-29] | 0.0 | |
| PE | Central Park Group WP Global Growth LLC | [2019-03-29] | 21.5 | 34.7 |
| PE | Central Park Group AlpInvest Co-Investment Fund VII LLC | [2018-03-29] | 25.4 | 30.3 |
| PE | Central Park Group KKR Americas Fund XII LLC | [2018-03-29] | 36.8 | 61.0 |
| RE | CPG Brookfield Opportunistic Real Estate LLC | [2017-03-30] | 8.2 | 17.4 |
| PE | Central Park Group Carlyle Equity Opportunity Fund II LLC | [2016-03-30] | 89.5 | 74.6 |
| PE | Central Park Group WP Private Equity XII LLC | [2016-03-30] | 40.5 | 29.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 9 | 3.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 20 | 1.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 29 | 4.8 |
| By Discretionary | ||
| Discretionary | 29 | 4.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 29 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 29 | 4.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2026 | |
|---|---|---|---|---|
| William Kelly | 25 | |||
| Michael Mascis | 34 | |||
| Mitchell Tanzman | 33 | |||
| David Connor | 25 | |||
| Gregory Brousseau | 22 | |||
| Shawn Lytle | 13 | |||
| Alex Lee | 11 | |||
| Ruth Goodstein | 8 | |||
| Stephen Hoban | 8 | |||
| Central Park Advisers LLC | 14 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beck Mack & Oliver LLC
✚
|
NY | 6.2 |
|
EJF Capital LP
✚
|
VA | 6.1 |
|
Sepio Capital LP
✚
|
UT | 5.6 |
|
Allegheny Financial Group
✚
|
PA | 5.6 |
|
Lowe Brockenbrough & Company Inc
✚
|
VA | 5.5 |
|
Standard Investments LLC
✚
|
NY | 5.2 |
|
Bear Creek Asset Management LLC
✚
|
CO | 5.2 |
|
Pennington Partners & Co LLC
✚
|
MD | 5.1 |
|
Bienville Capital Management LLC
✚
|
NY | 4.5 |
|
Red Door Wealth Management LLC
✚
|
TN | 3.1 |