Dawson Partners

RIASEC Registered
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 organized as a corporation and operates as a hedge fund manager focused on institutional clients. The firm is registered with the SEC (registered in 2026) and concentrates on running pooled investment vehicles rather than delivering standalone advisory mandates to retail investors. Ownership is held by an individual and the firm performs sponsor and general partner roles for its funds. Fee arrangements combine an asset-based charge with performance-linked compensation. Dawson Partners does not present itself as an ESG-focused manager, does not act as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Its principal advisory activity is portfolio management for pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

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Contacts

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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