{"url":"https://nivawealth.com/firms/meag-new-york-321962","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/321962","regulatoryAum":44869000000,"crd":"321962","secFileNumber":"801-126363","legalName":"Meag New York Corporation","displayName":"Meag New York","website":null,"linkedinUrl":"https://www.linkedin.com/company/meag-new-york-corporation/","founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"330 Madison Ave, 13th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10017"},"tradeNames":[],"registration":{"secApproved":"8 August 2022","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":46,"advisory":27,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":40229000000,"discretionaryAccounts":127,"nonDiscretionary":4640000000,"nonDiscretionaryAccounts":15,"wrapProgram":null,"nonUsClientsPct":47,"nonAumClients":0},"clientTypes":[{"label":"Insurance companies","clients":32,"regulatoryAum":37773000000},{"label":"Corporations and other businesses","clients":4,"regulatoryAum":2155000000},{"label":"Other","clients":11,"regulatoryAum":4941000000}],"fees":[],"feeNotes":[],"custodians":[{"name":"RBC Investor & Treasury Services","shortName":"RBC Investor & Treasury Services","location":"Toronto","smaAssets":8720000000},{"name":"State Street Bank and Trust Co","shortName":"State Street Bank and Trust","location":"Kansas City, MO","smaAssets":27142000000}],"custodyNote":"Meag New York does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Thomas Bucher","title":"President","crd":"5310308"},{"name":"Mark Cavallone","title":"Vice President","crd":"7565837"},{"name":"Jeremy Klein","title":"Vice President","crd":"7565855"},{"name":"Alexander Poll","title":"Vice President","crd":"7890332"},{"name":"Josielyne Pacifico","title":"Chief Compliance Officer","crd":"4787622"},{"name":"Oliver Horbelt","title":"Director","crd":"7575655"},{"name":"Markus Hummel","title":"Director","crd":"8266024"},{"name":"Jonathan Paulson","title":"Treasurer","crd":"8026534"},{"name":"Alexander Roehrs","title":"Director","crd":"7565862"},{"name":"Frank Wellhoefer","title":"Director","crd":"7577852"}],"ownership":[{"label":"Munich-American Holding Corporation","detail":"Sole shareholder in the 75% or more ownership band and a control person, since December 2002."},{"label":"Munich Reinsurance Company","detail":"Indirect owner: a shareholder of Munich-American Holding Corporation in the 75% or more band and a control person, since December 2002.","parent":"Munich-American Holding Corporation"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"330 Madison Ave, 13th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-583-4826","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Non-exchange-traded equity securities","percent":4},{"label":"U.S. government/agency bonds","percent":29},{"label":"Sovereign bonds","percent":16},{"label":"Investment grade corporate bonds","percent":34},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":11},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":1,"detail":"Market Place Lending Certificates"}],"privateFunds":0},"sources":{"adv1FilingDate":"13 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/321962/PDF/321962.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Meag New York have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Meag New York offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Meag New York use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Meag New York have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Meag New York invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Meag New York?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Meag New York get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}