TORONTO, ONTARIOCRD 312152Latest ADV June 26, 2025
Edgepoint Investment Group is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ontario. Its latest Form ADV filing, dated June 26, 2025, reports $28.8B in regulatory assets under management, 28 employees, and 21 accounts.
Assets Under Management
$28.8B
Employees
28
Offices
--
Total Clients
21
Primary office
TORONTO, ONTARIO
150 BLOOR STREET WEST, SUITE 700, TORONTO, ONTARIO, Canada
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 57.1% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
57.1%
12
2
Corporations
28.6%
6
3
Government
9.5%
2
4
Sovereign Wealth
4.8%
1
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$28.8Bas of June 26, 2025
Discretionary100.0%
$28.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$28.8B
Total Accounts21
10Y AUM Change+$9.8B (+51.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee1:1
10Y Employee Change+7 (+33.3%)
* 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.