Macquarie Investment Austria Kapitalanlage Ag (Vienna)
Macquarie Investment Austria Kapitalanlage Ag is an adviser based in Vienna. It manages $4.45 billion of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser since 2018.
Macquarie Investment Austria Kapitalanlage Ag provides portfolio management for individuals and small businesses, 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.
Macquarie Investment Austria Kapitalanlage Ag: assets under management
The assets under management (AUM) of Macquarie Investment Austria Kapitalanlage Ag is $4.45 billion, all of which is managed in discretionary accounts. $4.45 billion of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Macquarie Investment Austria Kapitalanlage Ag for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Gerhard Aigner serves?
The only and largest group of clients of Gerhard Aigner is pooled investment vehicles with 72 clients and $4.45 billion of assets under management. Among the 7 most similar advisory firms, Macquarie Investment Austria Kapitalanlage Ag has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.45 billion for 72 clients. 100% of the firm’s clients are foreign persons or businesses.
Macquarie Investment Austria Kapitalanlage Ag doesn't advise any private funds.
Careers at Macquarie Investment Austria Kapitalanlage Ag
The company employs 39 people that are either part- or full-time employees. 28 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.
Gerhard Aigner has been acting as President since 1 Jul 2015. Macquarie Investment Management Europe Limited joined the executive team most recently as the Indirect Owner.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 4 indirect owners.Based in Vienna
The principal office where Macquarie Investment 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.
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