Asset manager · Sydney, Australia
Macquarie Investment Management Global Limited
SEC-registered investment adviser · CRD 277065 · SEC 801-106854
At a glance
Macquarie Investment Management Global Limited is an SEC-registered investment adviser based in Sydney, Australia, with $187.4 billion in regulatory assets under management as of its Form ADV filed June 26, 2026. Its largest client group by assets is sovereign wealth funds and foreign official institutions. By Form ADV it is a asset manager, ranked 77th of 3,218 asset managers and 140th of 17,210 SEC-registered advisers by assets.
Main office +61282323333macquarie.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $187B
- Rank among asset managers
- #77 of 3,218
- Rank among all SEC RIAs
- #140 of 17,210
- Clients
- 223
- Accounts
- 223
- Discretionary
- 100% of AUM
- Employees
- 227
- Advisory staff
- 61
- Offices
- 2
Owners and executives on its Form ADV
- Bruce N. TerryDirector
- Scot F. ThompsonDirector
- Lee M. BinksChief Compliance Officer
- Dean C. StewartDirector
- Monique GaveganDirector
- Christopher J. HurstDirector
Custody and brokerage
3 custodians
- State Street$137B71%
- Northern Trust$42B22%
- BNP Paribas Securities Services (australia)$14B7%
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: Macquarie Asset Management Japan Co., LTD., Macquarie Bank Limited, Macquarie Investment Management Switzerland Gmbh and Macquarie Securities (australia) LTD.
- Macquarie Asset Management Japan Co., LTD.
- Macquarie Bank Limited
- Macquarie Investment Management Switzerland Gmbh
- Macquarie Securities (australia) LTD
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Sovereign wealth funds and foreign official institutions | 30 | $79B | 42% |
| Corporations or other businesses | 69 | $67B | 36% |
| Pooled investment vehicles | 60 | $24B | 13% |
| Insurance companies | 57 | $13B | 7% |
| Investment companies | 7 | $4.5B | 2% |
Disciplinary disclosures
Macquarie Investment Management Global Limited answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗macquarie.com ↗
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The full record on Macquarie Investment Management Global Limited
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 153 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Macquarie Investment Management Global Limited manage?
Macquarie Investment Management Global Limited reports $187.4 billion in regulatory assets under management across 223 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 26, 2026.
What kind of firm is Macquarie Investment Management Global Limited?
Macquarie Investment Management Global Limited is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are Macquarie Investment Management Global Limited’s clients?
By assets, its largest client types are sovereign wealth funds and foreign official institutions ($78.6 billion, 30 clients); corporations or other businesses ($66.9 billion, 69 clients); pooled investment vehicles ($24.4 billion, 60 clients).
Does Macquarie Investment Management Global Limited have any disciplinary history?
Macquarie Investment Management Global Limited answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Macquarie Investment Management Global Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →