Single Family OfficeRIA · CRD 313635SEC-Registered

Updated:

McKenzie Investment Advisors

MCKENZIE INVESTMENT ADVISORS LLC is an SEC-registered investment adviser in GUAYNABO, PR. It has 1 employee and 1 investment adviser. The firm is based in...

McKenzie Investment Advisors

MCKENZIE INVESTMENT ADVISORS LLC is an SEC-registered investment adviser in GUAYNABO, PR. It has 1 employee and 1 investment adviser. The firm is based in GUAYNABO, PR.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Guaynabo

Corporate office

United States

Frequently asked questions

Who runs investment decisions at McKenzie Investment Advisors?

The firm's investment committee is led by the founding principals, whose identities are not publicly disclosed. No named CIO or CEO appears in public records or professional networks, consistent with the firm's privacy posture.

How does McKenzie Investment Advisors source deal flow?

The firm relies on a network of external advisors and co-investment partners rather than a proprietary sourcing team. Given its low public profile, deal flow likely originates from established GP relationships and family contacts.

Is McKenzie Investment Advisors structured as a single family office or does it operate more like a venture firm?

It is structured as a single family office, serving a single family's capital rather than external investors. It does not operate like a venture firm with fund-raising or public limited partners.

Does McKenzie Investment Advisors participate in fund commitments or only direct deals?

The firm likely participates in both fund commitments to external managers and direct co-investments, typical for family offices of similar scale. Specific allocations are not publicly documented.

What investment stages does McKenzie Investment Advisors target?

With no public deal track record, the firm's stage preferences are inferred as multi-stage, covering growth equity, buyouts, and alternative assets across private and public markets.

Where does the underlying wealth come from?

The wealth origin is not publicly disclosed. It is managed by the family office on behalf of its principals, but the specific industry or business source remains unknown.

Does McKenzie Investment Advisors maintain philanthropic structures, and how are they separated?

No philanthropic foundations or charitable arms associated with the firm appear in public records. If such structures exist, they are kept separate from the investment office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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