Macquarie Credit Investment Management Inc. (New York)

Macquarie Credit Investment Management Inc. is a large advisory firm based in New York. It manages $1.08 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Macquarie Credit Investment Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Credit Investment Management: assets under management

The assets under management (AUM) of Macquarie Credit Investment Management Inc. is $1.08 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.08 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $270.61 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Macquarie Credit Investment Management Inc. for their services and products based on a percentage of assets under management 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.

Careers at Macquarie Credit Investment Management Inc.

Michael Patrick Mclaughlin has been acting as President since 1 Feb 2012. Mark Daniel Simmer joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Macquarie Holdings (Usa) Inc.	Owner	1 Feb 2012	75% - 100%	13-3789912
Michael Patrick Mclaughlin	Director/ president	1 Feb 2012	Other	2395144
Stewart Sidhu	Director	1 Feb 2012	Other	6085193
Jonathan Alan Hall	Director	1 Feb 2012	Other	5794458
Robert Michael Perdock	Director/ chief operating officer	1 Feb 2012	Other	4238222
Shervin Nafisi	Chief risk officer/director	1 Jun 2012	Other	4832370
Augustine Ming Wong	Chief compliance officer	1 Jun 2012	Other	4682800
Vincenzo Basulto	General counsel	1 Jun 2012	Other	6082588
Ronald Paul Jost	Director/ chief operating officer	1 Jan 2015	Other	2387651
Ronald Paul Jost	Director/ chief operating officer	1 Mar 2015	Other	2387651
Mark Daniel Simmer	Director	1 Apr 2015	Other	4998294

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Macquarie Equities (Us) Holdings Pty Limited	Owner	1 Mar 1994	75% - 100%	foreign
Macquarie Capital Group Limited	Owner	1 May 2001	75% - 100%	foreign
Macquarie Group Limited	Owner	1 Oct 2006	75% - 100%	foreign
Macquarie Capital International Holdings Pty Limited	Owner	1 Dec 2006	75% - 100%	foreign
Macquarie Group (Us) Holdings No. 1 Pty Limited	Owner	1 Feb 2007	75% - 100%	foreign
Macquarie Financial Holdings Limited	Owner	1 Feb 2007	75% - 100%	foreign

Based in New York

The principal office where Macquarie Credit Investment Management Inc. performs its advisory services is located at 125 West 55 Th Street, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-231-1000 or by fax 212-231-2399. The normal business hours are 8:30am to 5:30pm on Monday - Friday.