# 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.

- CRD: 321962
- Filed as: MEAG NEW YORK CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321962
- AdvisorCensus page: https://advisorcensus.com/firm/meag-new-york-corporation-new-york-ny-321962

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> MEAG NY does not impose minimum account size requirements.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- RBC Investor & Treasury Services
- State Street Bank and Trust Co

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.

### Regulatory assets under management (Item 5.F)
- Total: $44,869,000,000
- Discretionary: $40,229,000,000
- Non-discretionary: $4,640,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 32 | $37,773,000,000 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 4 | $2,155,000,000 |
| Other | 11 | $4,941,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 46 total, 27 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321962

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @meag-new-york-corporation

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $39,908,667,109 | 44 | July 8, 2022 |
| October 2023 | $38,925,700,000 | 43 | July 21, 2023 |
| October 2024 | $43,914,000,000 | 42 | March 28, 2024 |
| October 2025 | $45,191,000,000 | 45 | March 26, 2025 |
| October 2026 | $44,869,000,000 | 46 | May 13, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meag New York Corporation (CRD 321962): Form ADV filing data as of October 2026.