AdvisorCensus / Financial advisors / New York / New York / Meag New York Corporation
Meag New York Corporation
Filed as MEAG NEW YORK CORPORATION
Meag New York Corporation is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 13, 2026.
Quick answers
From the filingHow is Meag New York Corporation compensated?
On its Form ADV (Item 5.E, October 2026), Meag New York Corporation reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Meag New York Corporation located?
Meag New York Corporation's principal office is in New York, NY, according to its Form ADV.
Is Meag New York Corporation registered with the SEC or a state?
Meag New York Corporation is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321962.
How much does Meag New York Corporation manage?
Meag New York Corporation reports $44,869,000,000 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (90% discretionary).
How have Meag New York Corporation's assets and staff changed since 2022?
In the Form ADV data for Meag New York Corporation: Regulatory assets under management: $39,908,667,109 in the October 2022 data and $44,869,000,000 in the October 2026 data, up 12%. Total employees: 44 in October 2022 and 46 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Meag New York Corporation serve?
By number of clients on Form ADV Item 5.D: insurance companies (32); other (11); corporations or other businesses not listed above (4).
Which custodians does Meag New York Corporation use?
Meag New York Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Investor & Treasury Services and State Street Bank and Trust Co as custodians holding 10% or more of its separately managed account assets.
Does Meag New York Corporation report any disciplinary disclosures?
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321962
Does Meag New York Corporation state an account minimum?
Its Form ADV Part 2A brochure dated March 27, 2026 says: "MEAG NY does not impose minimum account size requirements."
What changed in Meag New York Corporation's recent Form ADV filings?
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
MEAG NY does not impose minimum account size requirements.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$44,869,000,000 as of October 2026, filing dated May 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 46. Performing investment advisory functions: 27.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 111 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $44,869,000,000 | 46 | May 13, 2026 |
| October 2025 | $45,191,000,000 | 45 | March 26, 2025 |
| October 2024 | $43,914,000,000 | 42 | March 28, 2024 |
| October 2023 | $38,925,700,000 | 43 | July 21, 2023 |
| October 2022 | $39,908,667,109 | 44 | July 8, 2022 |
Regulatory assets under management: $39,908,667,109 in the October 2022 data and $44,869,000,000 in the October 2026 data, up 12%.
Total employees: 44 in October 2022 and 46 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 26 to 27.
- February 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Meag New York Corporation (CRD 321962): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/meag-new-york-corporation-new-york-ny-321962