Clients
Meag New York serves 47 clients, 32 of them insurance companies. The average client has about $955 million with the firm.
- Insurance companies32 clients84%
- Corporations and other businesses4 clients5%
- Other11 clients11%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Insurance companies | 32 | $37,773,000,000 | 84.2% | $1.18B |
| Corporations and other businesses | 4 | $2,155,000,000 | 4.8% | $538.8M |
| Other | 11 | $4,941,000,000 | 11.0% | $449.2M |
| Total | 47 | $44,869,000,000 | 100% | $954.7M |
- Clients
- 32
- Regulatory AUM
- $37,773,000,000
- Share
- 84.2%
- Avg. per client
- $1.18B
- Clients
- 4
- Regulatory AUM
- $2,155,000,000
- Share
- 4.8%
- Avg. per client
- $538.8M
- Clients
- 11
- Regulatory AUM
- $4,941,000,000
- Share
- 11.0%
- Avg. per client
- $449.2M
Total
- Clients
- 47
- Regulatory AUM
- $44,869,000,000
- Share
- 100%
- Avg. per client
- $954.7M
What it does
Meag New York provides portfolio management for institutions. It is paid through a percentage of assets and fixed fees.
Meag New York advises no private funds.
89.7% of assets ($40.23B across 127 accounts) are managed with discretion; $4.64B across 15 accounts are not. 47% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks4%
- Funds11%
- Bonds79%
- Investment grade corporate bonds34%
- U.S. government and agency bonds29%
- Sovereign bonds16%
- Cash5%
- Other1%
- Market place lending certificates1%
Custodians
Meag New York’s client accounts are held mainly at State Street Bank and Trust, with 60% of managed assets, and RBC Investor & Treasury Services, with 19%. Meag New York does not have custody of client assets.
- RBC Investor & Treasury ServicesRBC Investor & Treasury Services · Toronto · $8.72B19%
- State Street Bank and TrustState Street Bank and Trust Co · Kansas City, MO · $27.14B60%
- All other custodians$9.01B20%
Ownership and leadership
Munich-American Holding Corporation owns 75% or more of Meag New York.
- Owns 75% or more of Meag New York Corporation
Munich-American Holding Corporation
Control person · since December 2002
- Owns 75% or more of Munich-American Holding Corporation
Munich Reinsurance Company
Control person · since December 2002
Leadership
- Thomas BucherPresident
- Mark CavalloneVice President
- Jeremy KleinVice President
- Alexander PollVice President
- Josielyne PacificoChief Compliance Officer
- Oliver HorbeltDirector
- Markus HummelDirector
- Jonathan PaulsonTreasurer
- Alexander RoehrsDirector
- Frank WellhoeferDirector
Staff
- 46 employees
- 27 in advisory functions
Fees
Meag New York is paid through a percentage of assets under management and fixed fees (other than subscription fees).
Meag New York’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Meag New York has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 330 Madison Ave, 13th Floor, New YorkHQ
Registration details
- Legal name
- Meag New York Corporation
- Headquarters
- 330 Madison Ave, 13th Floor, New York, NY 10017
- Phone
- 212-583-4826
- Website
- Not reported
- SEC file
- 801-126363
- Structure
- Delaware corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Meag New York have?
Meag New York has 47 clients and manages $44.9 billion for them, as of May 2026. They include 32 insurance companies, 11 other clients and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 May 2026
What services does Meag New York offer?
Meag New York provides portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Meag New York use?
Meag New York’s separately managed account assets are held at State Street Bank and Trust Co (Kansas City, MO), with $27,142,000,000 and RBC Investor & Treasury Services (Toronto), with $8,720,000,000. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 May 2026
How many financial advisors does Meag New York have?
Meag New York has 0 investment adviser representatives registered with state securities authorities, out of 46 employees, and 27 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Meag New York invest in?
At the end of its last fiscal year, Meag New York’s separately managed accounts held 34% investment grade corporate bonds, 29% U.S. government and agency bonds, 16% sovereign bonds, 11% pooled vehicles (private funds and similar), 5% cash and equivalents, 4% non-exchange-traded equities and 1% market place lending certificates. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Meag New York?
Meag New York is owned through a holding company by Munich Reinsurance Company. Its direct owner is Munich-American Holding Corporation (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 May 2026
How does Meag New York get paid?
Meag New York is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file