# MACQUARIE WEALTH ADVISERS, LLC

MACQUARIE WEALTH ADVISERS, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 141805
- Type: SEC-registered investment adviser
- SEC file number: 801-67480
- Location: 660 FIFTH AVENUE, NEW YORK, NY, 10103
- Phone: 212-317-9200
- Latest filing: 2026-06-29
- Regulatory AUM: $4.8B
- Discretionary AUM: $4.8B
- Clients: 69
- Accounts: 29

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Charities, Investment cos

## Officers, owners & control persons (30)

_Showing 25 of 30 people._

| Name | Role | Location |
| --- | --- | --- |
| [Christopher Frost](https://search.stillhousedata.com/person/10464) | MANAGER | New York, NY |
| [Michael Mascis](https://search.stillhousedata.com/person/81443) | CHIEF 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, 2025 | New York, NY |
| [May Hackman](https://search.stillhousedata.com/person/105473) | TREASURER | New York, NY |
| [David Forrester Connor](https://search.stillhousedata.com/person/141248) | GENERAL COUNSEL, PUBLIC INVESTMENTS AMERICA, MACQUARIE ASSET MANAGEMENT; GENERAL COUNSEL, PUBLIC INVESTMENTS AMERICA, MACQUARIE ASSET MANAGEMENT THROUGH JUNE 30, 2025 | Philadelphia, PA |
| [Wandy Yeap Hoh](https://search.stillhousedata.com/person/592750) | MANAGER | New York, NY |
| [Alexander Halsey Lee](https://search.stillhousedata.com/person/661976) | CO-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 Burns](https://search.stillhousedata.com/person/661977) | MANAGER | — |
| [Michael Edward Kernan](https://search.stillhousedata.com/person/661978) | GENERAL COUNSEL AND ASST. SECRETARY | — |
| [William Joseph Fink](https://search.stillhousedata.com/person/661979) | CHIEF COMPLIANCE OFFICER | New York, NY |
| [Sue Sekar](https://search.stillhousedata.com/person/661980) | TREASURER | NEW YORK, NY |
| [Ruth Smith Goodstein](https://search.stillhousedata.com/person/689384) | CHIEF OPERATING OFFICER OF WEALTH SOLUTIONS; CHIEF OPERATING OFFICER OF WEALTH SOLUTIONS THROUGH APRIL 10, 2025 | — |
| [Seth Louis Pearlstein](https://search.stillhousedata.com/person/689385) | CHIEF COMPLIANCE OFFICER | — |
| [Harlan Cherniak](https://search.stillhousedata.com/person/690841) | MANAGER | — |
| [Gregory Paul Brousseau](https://search.stillhousedata.com/person/725416) | CO-HEAD OF WEALTH SOLUTIONS (THROUGH MARCH 31, 2024) | — |
| [Mitchell Alan Tanzman](https://search.stillhousedata.com/person/725417) | CO-HEAD OF WEALTH SOLUTIONS (THROUGH MARCH 31, 2024) | — |
| [GUTERMAN STEVEN](https://search.stillhousedata.com/person/733132) | ELECTED MANAGER | — |
| [MASCIS MICHAEL](https://search.stillhousedata.com/person/739224) | CHIEF ADMINISTRATIVE OFFICER OF WEALTH SOLUTIONS (THROUGH MARCH 31, 2024); CO-HEAD OF WEALTH SOLUTIONS (AS OF APRIL 1, 2024); CHIEF COMPLIANCE OFFICER | — |
| [BROUSSEAU GREGORY PAUL](https://search.stillhousedata.com/person/743623) | CO-CEO; CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF EXECUTIVE OFFICER AND CO-CHIEF INVESTMENT OFFICER, ELECTED MANAGER (+5 more) | — |
| [TANZMAN MITCHELL ALAN](https://search.stillhousedata.com/person/743624) | CO-CEO; CO-CHIEF EXECUTIVE OFFICER; CO-CHIEF EXECUTIVE OFFICER AND CO-CHIEF INVESTMENT OFFICER, ELECTED MANAGER (+5 more) | — |
| [GOODSTEIN RUTH SMITH](https://search.stillhousedata.com/person/743625) | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, ELECTED MANAGER; CHIEF OPERATING OFFICER OF WEALTH SOLUTIONS (+1 more) | — |
| [WHITNEY KENNETH COLEMAN](https://search.stillhousedata.com/person/743626) | ELECTED MANAGER | — |
| [FISHMAN ANDREW MARK](https://search.stillhousedata.com/person/743627) | ELECTED MANAGER | — |
| [HAWKES JAMES BENJAMIN](https://search.stillhousedata.com/person/743963) | ELECTED MANAGER | — |
| [MASCIS MICHAEL NMN](https://search.stillhousedata.com/person/774624) | CCO; CHIEF ADMINISTRATIVE OFFICER OF WEALTH SOLUTIONS; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, ELECTED MANAGER (+1 more) | — |
| [PEARLSTEIN SETH LOUIS](https://search.stillhousedata.com/person/790994) | CHIEF COMPLIANCE OFFICER | — |


## Private funds (19)

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

_Showing 15 of 19 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| MACQUARIE ENERGY TRANSITION INFRASTRUCTURE FUND, L.P. | Private Equity Fund | Delaware | 96 | $132.6M | $10K |
| MACQUARIE ENERGY SOLUTIONS FUND, LLC | Private Equity Fund | Delaware | 334 | $125.1M | $250K |
| CENTRAL PARK GROUP CARLYLE EQUITY OPPORTUNITY FUND II, LLC | Private Equity Fund | Delaware | 307 | $74.6M | $150K |
| CENTRAL PARK GROUP KKR AMERICAS FUND XII, LLC | Private Equity Fund | Delaware | 119 | $61.0M | $250K |
| MACQUARIE ACTIVIST FUND, LLC | Hedge Fund | Delaware | 117 | $53.7M | $100K |
| CENTRAL PARK GROUP CARLYLE EQUITY OPPORTUNITY FUND, LLC | Private Equity Fund | Delaware | 481 | $39.9M | $250K |
| CENTRAL PARK GROUP WP PRIVATE EQUITY XI, LLC | Private Equity Fund | Delaware | 204 | $37.2M | $250K |
| CENTRAL PARK GROUP WP GLOBAL GROWTH, LLC | Private Equity Fund | Delaware | 82 | $34.7M | $250K |
| CENTRAL PARK GROUP WP ENERGY FUND, LLC | Private Equity Fund | Delaware | 255 | $33.4M | $250K |
| CENTRAL PARK GROUP ALPINVEST CO-INVESTMENT FUND VII, LLC | Private Equity Fund | Delaware | 66 | $30.3M | $250K |
| CENTRAL PARK GROUP WP PRIVATE EQUITY XII, LLC | Private Equity Fund | Delaware | 166 | $29.5M | $150K |
| CENTRAL PARK GROUP GLOBAL PRIVATE EQUITY FUND, LLC | Private Equity Fund | Delaware | 215 | $27.1M | $150K |
| CPG BROOKFIELD OPPORTUNISTIC REAL ESTATE, LLC | Real Estate Fund | Delaware | 43 | $17.4M | $150K |
| CENTRAL PARK GROUP CARLYLE FUND, LLC | Private Equity Fund | Delaware | 212 | $15.6M | $250K |
| CENTRAL PARK GROUP MANAGER ALLIANCE FUND II, LLC | Private Equity Fund | Delaware | 182 | $14.9M | $150K |


## Fund service providers (2)

- custodian: METI TE FEEDER, L.P.
- custodian: MIF TE FEEDER LP

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141805/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141805/similar
- Related entities: https://search.stillhousedata.com/firm/141805/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141805

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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.