Firm profile

Edgepoint Investment Group

TORONTO, ONTARIO, CanadaCRD 312152Registration Status: ApprovedEffective since February 1, 2021SEC # 801-120180Latest ADV June 24, 2026

Edgepoint Investment Group is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ontario, Canada. Its latest Form ADV filing, dated June 24, 2026, reports $33.8B in regulatory assets under management, 26 employees, 1 office, and 22 accounts.

Assets Under Management
$33.8B
Employees
26
Offices
1 office
Total Clients
22

Associated firm names

2 names listed
  • EDGEPOINT INVESTMENT GROUP
  • EDGEPOINT INVESTMENT GROUP INC.

Leadership

6 roles identified
CEOClifford T. Bousada
CEOGeorge G. Macdonald
CCOSayuri T. Jodoin

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees

Offices & Contact

Primary office

TORONTO, ONTARIO, Canada

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Canada

TORONTO, ONTARIOPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$33.8Bas of June 24, 2026
Discretionary100.0%
$33.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 54.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
54.5%
12
2
Corporations
27.3%
6
3
Government
9.1%
2
4
Other Advisers
4.5%
1
5
Sovereign Wealth
4.5%
1
Categories with <5 clients
Other investment advisers<5 clients
Sovereign wealth funds and foreign official institutions<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$33.8B
Total Accounts22
10Y AUM Change+$14.9B (+78.4%)

Private Funds

Private funds reported by Edgepoint Investment Group

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees26
Clients per Employee1:1
10Y Employee Change+5 (+23.8%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
ELEVATION 3 HOLDINGS INC.Direct owner · Schedule AInterest in EDGEPOINT INVESTMENT GROUP
25% to < 50%
BLOOMING POINT HOLDINGS INC.Direct owner · Schedule AInterest in EDGEPOINT INVESTMENT GROUP
25% to < 50%
CHIEFSWOOD HOLDINGS LIMITEDDirect owner · Schedule AInterest in EDGEPOINT INVESTMENT GROUP
10% to < 25%
KAIDEA HOLDINGS INC.Direct owner · Schedule AInterest in EDGEPOINT INVESTMENT GROUP
10% to < 25%
CLIFFORD TYE BOUSADAIndirect owner · Schedule BInterest in ELEVATION 3 HOLDINGS INC.
75%+
GEORGE GEOFFREY MACDONALDIndirect owner · Schedule BInterest in BLOOMING POINT HOLDINGS INC.
75%+
PATRICK JOHN PETER FARMERIndirect owner · Schedule BInterest in KAIDEA HOLDINGS INC.
75%+
ROBERT CHARLES KREMBILIndirect owner · Schedule BInterest in CHIEFSWOOD HOLDINGS LIMITED
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Edgepoint Investment Group.

Reported ownership and control details

Form ADV · Filing date 2026-06-24 · Schedules A and B

15 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1CLIFFORD TYE BOUSADAPRESIDENT, CO-CHIEF EXECUTIVE OFFICER, DIRECTORIndividualEDGEPOINT INVESTMENT GROUPLess than 5%Code NAYesPRESIDENT, CO-CHIEF EXECUTIVE OFFICER, DIRECTOR09/2010Schedule APDF page 21
2GEORGE GEOFFREY MACDONALDCHIEF INVESTMENT OFFICER, CO- CHIEF EXECUTIVE OFFICER, DIRECTORIndividualEDGEPOINT INVESTMENT GROUPLess than 5%Code NAYesCHIEF INVESTMENT OFFICER, CO- CHIEF EXECUTIVE OFFICER, DIRECTOR09/2010Schedule APDF page 22
3PATRICK JOHN PETER FARMERCHIEF OPERATING OFFICER, DIRECTOR, CHAIRMANIndividualEDGEPOINT INVESTMENT GROUPLess than 5%Code NAYesCHIEF OPERATING OFFICER, DIRECTOR, CHAIRMAN09/2010Schedule APDF page 22
4ELEVATION 3 HOLDINGS INC.SHAREHOLDERForeign entityEDGEPOINT INVESTMENT GROUP25% to less than 50%Code CYesSHAREHOLDER09/2010Schedule APDF page 22
5SAYURI TANIA JODOINCHIEF COMPLIANCE OFFICERIndividualEDGEPOINT INVESTMENT GROUPLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER01/2018Schedule APDF page 22
6NORMAN CHEN-YU TANGDIRECTOR OF FINANCEIndividualEDGEPOINT INVESTMENT GROUPLess than 5%Code NAYesDIRECTOR OF FINANCE06/2017Schedule APDF page 22
7DIANE ROSSIDIRECTOR OF OPERATIONSIndividualEDGEPOINT INVESTMENT GROUPLess than 5%Code NAYesDIRECTOR OF OPERATIONS06/2017Schedule APDF page 22
8BLOOMING POINT HOLDINGS INC.SHAREHOLDERForeign entityEDGEPOINT INVESTMENT GROUP25% to less than 50%Code CYesSHAREHOLDER09/2010Schedule APDF page 22
9CHIEFSWOOD HOLDINGS LIMITEDSHAREHOLDERForeign entityEDGEPOINT INVESTMENT GROUP10% to less than 25%Code BNoSHAREHOLDER09/2010Schedule APDF page 22
10KAIDEA HOLDINGS INC.SHAREHOLDERForeign entityEDGEPOINT INVESTMENT GROUP10% to less than 25%Code BYesSHAREHOLDER09/2010Schedule APDF page 22
11FRANK JAMES MULLENCHIEF INVESTMENT OFFICERIndividualEDGEPOINT INVESTMENT GROUPLess than 5%Code NAYesCHIEF INVESTMENT OFFICER04/2024Schedule APDF page 22
12CLIFFORD TYE BOUSADAPRESIDENTIndividualELEVATION 3 HOLDINGS INC.75% or moreCode EYesPRESIDENT01/2008Schedule BPDF page 22
13GEORGE GEOFFREY MACDONALDCHIEF EXECUTIVE OFFICER, DIRECTORIndividualBLOOMING POINT HOLDINGS INC.75% or moreCode EYesCHIEF EXECUTIVE OFFICER, DIRECTOR03/2008Schedule BPDF page 22
14PATRICK JOHN PETER FARMERPRESIDENTIndividualKAIDEA HOLDINGS INC.75% or moreCode EYesPRESIDENT01/2008Schedule BPDF page 22
15ROBERT CHARLES KREMBILPRESIDENTIndividualCHIEFSWOOD HOLDINGS LIMITED75% or moreCode EYesPRESIDENT02/1984Schedule BPDF page 22

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 6/24/2026 4:48:31 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.