DAWSON PARTNERS

RIASEC RegisteredEst. 2023
Total AUM
$22.1B
Discretionary
$22.1B
100% of AUM
Avg account
$714M
Accounts
31
Employees
231
Advisory reps
5

Firm details

Headquarters
TORONTO,
CRD number
281728
Registered since
March 2, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Dawson Partners is structured as a corporation that operates primarily as a private equity fund manager and adviser to pooled investment vehicles. The firm registered with the SEC in 2023 and serves institutional clients. Ownership is reported to include both a foreign entity and an individual. Dawson Partners performs sponsor/GP and managing-member roles for its vehicles and also conducts CPO/CTA-type activities. The firm charges a combination of asset-based fees and performance-linked fees, reflecting a typical carry-oriented private fund economics. It reports being an active ESG investor, and its advisory mandate centers on portfolio management for pooled vehicles rather than acting as an independent capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • DEREK MINERS

    Partner, COOCRD 7739775

  • JENNIFER MCGOEY

    Partner & Chief Compliance OfficerCRD 7529802

  • MARILIA BOTHAMLEY

    Partner & Chief Financial OfficerCRD 7244095

Contacts

2 of 2
  • MATTHEW KUCHINSKY

    General CounselCRD 7739780

  • YANN ROBARD

    Managing PartnerCRD 6608638

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TORONTO, null

Location

TORONTO, null

Headquartered in TORONTO, null.

Address
79 Wellington St W Td S Tower
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth