MACQUARIE WEALTH ADVISERS, LLC

MACQUARIE WEALTH ADVISERS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 141805). Regulatory assets under management: $4.8B.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Charities, Investment cos.

Officers, owners & control persons (30)

Showing 25 of 30 people.

NameRoleLocation
Christopher FrostMANAGERNew York, NY
Michael MascisCHIEF ADMINISTRATIVE OFFICER OF WEALTH SOLUTIONS (THROUGH MARCH 31, 2024); CO-HEAD OF WEALTH SOLUTIONS (AS OF APRIL 1, 2024); CO-HEAD OF WEALTH SOLUTIONS THROUGH APRIL 10, 2025New York, NY
May HackmanTREASURERNew York, NY
David Forrester ConnorGENERAL COUNSEL, PUBLIC INVESTMENTS AMERICA, MACQUARIE ASSET MANAGEMENT; GENERAL COUNSEL, PUBLIC INVESTMENTS AMERICA, MACQUARIE ASSET MANAGEMENT THROUGH JUNE 30, 2025Philadelphia, PA
Wandy Yeap HohMANAGERNew York, NY
Alexander Halsey LeeCO-HEAD OF WEALTH SOLUTIONS (AS OF APRIL 1, 2024); CO-HEAD OF WEALTH SOLUTIONS THROUGH APRIL 10, 2025; HEAD OF WS APRIL 10, 2025-JUNE 30, 2025; MANAGER AND PRESIDENT JULY 1, 2025
James Robert BurnsMANAGER
Michael Edward KernanGENERAL COUNSEL AND ASST. SECRETARY
William Joseph FinkCHIEF COMPLIANCE OFFICERNew York, NY
Sue SekarTREASURERNEW YORK, NY
Ruth Smith GoodsteinCHIEF OPERATING OFFICER OF WEALTH SOLUTIONS; CHIEF OPERATING OFFICER OF WEALTH SOLUTIONS THROUGH APRIL 10, 2025
Seth Louis PearlsteinCHIEF COMPLIANCE OFFICER
Harlan CherniakMANAGER
Gregory Paul BrousseauCO-HEAD OF WEALTH SOLUTIONS (THROUGH MARCH 31, 2024)
Mitchell Alan TanzmanCO-HEAD OF WEALTH SOLUTIONS (THROUGH MARCH 31, 2024)
GUTERMAN STEVENELECTED MANAGER
MASCIS MICHAELCHIEF ADMINISTRATIVE OFFICER OF WEALTH SOLUTIONS (THROUGH MARCH 31, 2024); CO-HEAD OF WEALTH SOLUTIONS (AS OF APRIL 1, 2024); CHIEF COMPLIANCE OFFICER
BROUSSEAU GREGORY PAULCO-CEO; CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF EXECUTIVE OFFICER AND CO-CHIEF INVESTMENT OFFICER, ELECTED MANAGER (+5 more)
TANZMAN MITCHELL ALANCO-CEO; CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF EXECUTIVE OFFICER AND CO-CHIEF INVESTMENT OFFICER, ELECTED MANAGER (+5 more)
GOODSTEIN RUTH SMITHCHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, ELECTED MANAGER; CHIEF OPERATING OFFICER OF WEALTH SOLUTIONS (+1 more)
WHITNEY KENNETH COLEMANELECTED MANAGER
FISHMAN ANDREW MARKELECTED MANAGER
HAWKES JAMES BENJAMINELECTED MANAGER
MASCIS MICHAEL NMNCCO; CHIEF ADMINISTRATIVE OFFICER OF WEALTH SOLUTIONS; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, ELECTED MANAGER (+1 more)
PEARLSTEIN SETH LOUISCHIEF COMPLIANCE OFFICER

Private funds (19)

Private Equity Fund: 14 · Hedge Fund: 2 · Real Estate Fund: 2 · Other Private Fund: 1

Showing 15 of 19 funds by gross asset value.

FundTypeFormedOwnersGross asset valueMin investment
MACQUARIE ENERGY TRANSITION INFRASTRUCTURE FUND, L.P.Private Equity FundDelaware96$132.6M$10K
MACQUARIE ENERGY SOLUTIONS FUND, LLCPrivate Equity FundDelaware334$125.1M$250K
CENTRAL PARK GROUP CARLYLE EQUITY OPPORTUNITY FUND II, LLCPrivate Equity FundDelaware307$74.6M$150K
CENTRAL PARK GROUP KKR AMERICAS FUND XII, LLCPrivate Equity FundDelaware119$61.0M$250K
MACQUARIE ACTIVIST FUND, LLCHedge FundDelaware117$53.7M$100K
CENTRAL PARK GROUP CARLYLE EQUITY OPPORTUNITY FUND, LLCPrivate Equity FundDelaware481$39.9M$250K
CENTRAL PARK GROUP WP PRIVATE EQUITY XI, LLCPrivate Equity FundDelaware204$37.2M$250K
CENTRAL PARK GROUP WP GLOBAL GROWTH, LLCPrivate Equity FundDelaware82$34.7M$250K
CENTRAL PARK GROUP WP ENERGY FUND, LLCPrivate Equity FundDelaware255$33.4M$250K
CENTRAL PARK GROUP ALPINVEST CO-INVESTMENT FUND VII, LLCPrivate Equity FundDelaware66$30.3M$250K
CENTRAL PARK GROUP WP PRIVATE EQUITY XII, LLCPrivate Equity FundDelaware166$29.5M$150K
CENTRAL PARK GROUP GLOBAL PRIVATE EQUITY FUND, LLCPrivate Equity FundDelaware215$27.1M$150K
CPG BROOKFIELD OPPORTUNISTIC REAL ESTATE, LLCReal Estate FundDelaware43$17.4M$150K
CENTRAL PARK GROUP CARLYLE FUND, LLCPrivate Equity FundDelaware212$15.6M$250K
CENTRAL PARK GROUP MANAGER ALLIANCE FUND II, LLCPrivate Equity FundDelaware182$14.9M$150K

Fund service providers (2)

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