Macquarie Investment Management Business Trust
Assets Under Management
$191.0B
Number of Clients
377
Number of Advisors
42
Average Client AUM
$506.5M
AUM per Advisor
$4.5B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
NIMBT offers tailored investment advisory services to institutional clients, registered investment companies, and retail investors through various series like DMC, NIMA, DCM, NAS, and NIFA. Services include portfolio management, investment research, and securities trading. NIMBT also provides asset/liability analysis for pension plans and transition management services.
Fee Structure
NIMBT's fees vary based on the service provided and are subject to negotiation. Institutional client fees are generally based on a percentage of assets under management and may be subject to a minimum charge. Fees are typically calculated and payable quarterly. Wrap fee clients are charged a bundled fee by the wrap fee sponsor. Some clients have 'most favored nation' clauses, ensuring they receive the best available fee arrangement.
Areas of Practice
Location
610 Market Street, Philadelphia, PA, 19106