Macquarie Investment Management Austria Kapitalanlage Ag is an adviser based in Vienna. It manages $3.56 billion of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2018.
Macquarie Investment Management Austria Kapitalanlage Ag provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and educational seminars and workshops. 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 Investment Management Austria Kapitalanlage Ag is $3.56 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and $3.28 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Macquarie Investment Management Austria Kapitalanlage Ag for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. 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.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Rene Friedrich Rudolf Kreisl is pooled investment vehicles with 69 clients and $3.29 billion of assets under management. Among the 10 most similar advisory firms, Macquarie Investment Management Austria Kapitalanlage Ag has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $3.56 billion for 70 clients. 97% of the firm’s clients are foreign persons or businesses.
Macquarie Investment Management Austria Kapitalanlage Ag doesn't advise any private funds.
The company employs 40 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Rene Friedrich Rudolf Kreisl has been acting as President since 1 Jan 2013. Macquarie Investment Management Europe Limited joined the executive team most recently as the Indirect Owner.
The principal office where Macquarie Investment Management Austria Kapitalanlage Ag performs its advisory services is located at Kaerntner Strasse 28 L3, Vienna, 1010, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 43 190400 0 or by fax 43 1 90400 54102. The normal business hours are 8:30-4:30 on Monday - Friday. You can find more information about the New York firm at macquarieinvestmentmanagement.at.