Foyston, Gordon & Payne Inc.

RIASEC RegisteredEst. 2002
Total AUM
$6B
Discretionary
$4.5B
75% of AUM
Avg account
$772K
Accounts
7,721
Employees
46
Advisory reps
5

Firm details

Headquarters
Toronto,
CRD number
121591
Registered since
October 4, 2002
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans28.15%
  • Other25.13%
  • State / Municipal Government12.25%
  • Other Investment Advisers9.56%
  • HNWI8.8%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Foyston, Gordon & Payne Inc. is a corporation registered with the SEC since 2002 that provides portfolio management to individuals, families, pooled vehicles and institutional clients. The firm serves both individual & family and institutional client segments and offers advisory services that include separately managed accounts and management of pooled investment vehicles, along with publication of periodicals or newsletters. Compensation is primarily a percentage-of-AUM model, with some arrangements that include performance-based fees. The firm does not describe itself as an active ESG investor and is not designated as a multi-state adviser in the available material. Ownership is listed as a mix of foreign entity and individual ownership. The firm is not identified as a capital allocator in the data (i.e., it does not principally operate as an allocator to other managers), yet it does incorporate third-party alternative managers into client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Investment Grade Corp Bonds 13%, Sovereign Bonds 5%, Cash & Cash Equivalents 4%78%
  • Exchange Traded Equities78%
  • Investment Grade Corp Bonds13%
  • Sovereign Bonds5%
  • Cash & Cash Equivalents4%

Owners & executives

2 of 2
  • Paul Spagnolo

    Paul Spagnolo

    Chief Operating Officer & Chief Compliance OfficerCRD 7946135

  • Bryan Pilsworth

    Bryan Pilsworth

    President & CEO, Portfolio Manager - Canadian EquitiesCRD 5509053

Contacts

3 of 3
  • John Berry

    John Berry

    Senior Vice PresidentCRD 5121407

  • Ryan Domsy

    Ryan Domsy

    Executive Vice PresidentCRD 6045264

  • Umesh Vallipuram

    Umesh Vallipuram

    Corporate Finance ProfessionalCRD 7531729

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Toronto, null

Location

Toronto, null

Headquartered in Toronto, null.

Address
1 Adelaide St E
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth