# MACQUARIE FUNDS MANAGEMENT (USA) INC.

MACQUARIE FUNDS MANAGEMENT (USA) INC. of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 139279
- Type: SEC-registered investment adviser
- SEC file number: 801-66345
- Location: OCEAN RIDGE, 5796 ARMADA DRIVE, SUITE 150, CARLSBAD, CA, 92008
- Phone: 760-688-3800
- Latest filing: 2014-10-02
- Regulatory AUM: $73.3M
- Discretionary AUM: $73.3M
- Clients: 5
- Accounts: 1

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| [BARRY ROSE ELIZABETH](https://search.stillhousedata.com/person/729232) | CHIEF COMPLIANCE OFFICER | — |
| [BRUCK BENJAMIN MATTHAUS](https://search.stillhousedata.com/person/729236) | DIRECTOR | — |
| [TORLINE MARK GREGORY](https://search.stillhousedata.com/person/736524) | DIRECTOR | — |
| [BYRD BRETT ALAN](https://search.stillhousedata.com/person/754155) | CHIEF COMPLIANCE OFFICER | — |
| [KIM JOHN](https://search.stillhousedata.com/person/757641) | CHIEF LEGAL OFFICER | — |
| [CHMURA SUZANNE G](https://search.stillhousedata.com/person/762401) | CHIEF COMPLIANCE OFFICER | — |
| [BECKER ERIC JOHN](https://search.stillhousedata.com/person/766610) | DIRECTOR; PRESIDENT | — |
| [BRAKEY JOHN LESLIE](https://search.stillhousedata.com/person/766611) | DIRECTOR | — |
| [RIVERA CHRISTINE R](https://search.stillhousedata.com/person/766612) | SECRETARY | — |
| [WALKER LOUISE](https://search.stillhousedata.com/person/766613) | DIRECTOR | — |
| [MARTENSON PETER THOMAS](https://search.stillhousedata.com/person/767159) | CEO AND DIRECTOR | — |
| [WORRALL SALLY LOUISE](https://search.stillhousedata.com/person/790821) | CHIEF COMPLIANCE OFFICER | — |
| [LUKIN MICHAEL](https://search.stillhousedata.com/person/793923) | DIRECTOR; PRESIDENT | — |
| [MARTIN LAURA GAIL](https://search.stillhousedata.com/person/793924) | CHIEF COMPLIANCE OFFICER | — |
| [FRATUS RICK JOHN](https://search.stillhousedata.com/person/793925) | DIRECTOR | — |
| [BLAKE JAMES EDWARD](https://search.stillhousedata.com/person/793931) | CHIEF COMPLIANCE OFFICER | — |
| [FINK WILLIAM JOSEPH](https://search.stillhousedata.com/person/817871) | CHIEF COMPLIANCE OFFICER | — |
| [WOODS BRENDEN](https://search.stillhousedata.com/person/823771) | DIRECTOR | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| MACQUARIE PA TAP FUND, L.P. | Private Equity Fund | — | 2 | $73.3M | $60.5M |


## Fund service providers (1)

- administrator: STATE STREET PRIVATE EQUITY FUND SERVICES

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139279/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139279/similar
- Related entities: https://search.stillhousedata.com/firm/139279/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139279

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.