EDGEPOINT INVESTMENT GROUP

RIASEC RegisteredEst. 2021

Total AUM

$28.8B

Discretionary

$28.8B

100% of AUM

Avg account

$1.4B

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., STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles90.56%
Corporations / Businesses7.28%
Sovereign Wealth Funds1.39%
State / Municipal Government0.77%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Edgepoint Investment Group is a corporate, SEC-registered investment adviser that serves institutional clients. The firm reports a hybrid ownership structure (foreign entity and individual owners) and has operated as a registered adviser since 2021. Its advisory focus centers on portfolio management for pooled investment vehicles and for businesses or institutional investors. Fee arrangements include percentage-of-AUM charges and performance-based fees, which aligns with its work for pooled vehicles and institutional mandates. Edgepoint identifies as an active ESG investor and is listed as a sponsor/GP/managing member of pooled investment vehicles.