Edgepoint Investment Group

RIASEC RegisteredEst. 2021

Total AUM

$33.8B

Discretionary

$33.8B

100% of AUM

Avg account

$1.5B

Accounts

Employees

Advisory reps

Firm details

Headquarters: Toronto Ontario,
CRD number: 312152
Registered since: February 1, 2021
Website: www.edgepointwealth.com
Custodians: CIBC WORLD MARKETS CORP., THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles90.2%
Corporations / Businesses7.27%
Sovereign Wealth Funds1.45%
State / Municipal Government0.8%
Other Investment Advisers0.28%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Edgepoint Investment Group is an institutional registered investment adviser that primarily serves institutional clients. The firm registered with the SEC in 2021 and is organized as a corporation with ownership tied to both a foreign entity and an individual. Its advisory work focuses on portfolio management for pooled investment vehicles and for businesses or other institutions. Edgepoint charges asset-based fees and may also collect performance-based fees tied to certain mandates or pooled vehicles. The firm identifies as an active ESG investor and, in its capacity as sponsor/GP/managing member, can originate or manage pooled investment vehicles.