DAWSON PARTNERS

RIASEC RegisteredEst. 2026
Total AUM
$999M
Discretionary
$999M
100% of AUM
Avg account
$500M
Accounts
2
Employees
231
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
339430
Registered since
January 8, 2026
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 and is classified as a hedge fund adviser. The firm describes its primary advisory activity as portfolio management for pooled investment vehicles and serves an institutional client base. Ownership combines a foreign-entity stake and individual ownership. Dawson Partners charges both a percentage-of-assets management fee and performance-based fees, and it reports not being an active ESG investor. It is not positioned as a capital allocator; rather, it functions as an investment manager and sponsor/GP for pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • MARILIA BOTHAMLEY

    Partner & Chief Financial OfficerCRD 7244095

  • DEREK MINERS

    Partner, COOCRD 7739775

  • JENNIFER MCGOEY

    Partner & Chief Compliance OfficerCRD 7529802

Contacts

2 of 2
  • MATTHEW KUCHINSKY

    General CounselCRD 7739780

  • YANN ROBARD

    Managing PartnerCRD 6608638

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
10 Bryant 452 5 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth