Dawson Partners
Firm details
- Headquarters
- Toronto,
- CRD number
- 281728
- Registered since
- March 2, 2023
- Website
- dawsonpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Dawson Partners is organized as a corporation that operates as a private equity fund manager serving institutional clients. The firm is SEC-registered (2023) and combines portfolio management for pooled investment vehicles with roles as an adviser/sponsor and as a general partner/managing member of pooled vehicles. Its business activities include acting as a CPO or CTA. Dawson Partners charges a mix of percentage-of-AUM fees and performance-based fees and reports being an active ESG investor. Ownership is listed as a mix of foreign entity and individual ownership.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Marilia Bothamley
Partner & Chief Financial OfficerCRD 7244095
Jennifer Mcgoey
Partner & Chief Compliance OfficerCRD 7529802
Derek Miners
Partner, COOCRD 7739775
Contacts
2 of 2
Yann Robard
Managing PartnerCRD 6608638
Matthew Kuchinsky
General CounselCRD 7739780
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Toronto, null
Location
Toronto, null
Headquartered in Toronto, null.
- Address
- 79 Wellington St W Td S Tower
- Office locations
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