Private fund adviser · Toronto, Ontario, Canada
Edgepoint Investment Group
Edgepoint Investment Group Inc. · SEC-registered investment adviser · CRD 312152 · SEC 801-120180
At a glance
Edgepoint Investment Group is an SEC-registered investment adviser based in Toronto, Ontario, Canada, with $33.8 billion in regulatory assets under management as of its Form ADV filed June 24, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 233rd of 4,686 private fund advisers and 600th of 17,210 SEC-registered advisers by assets.
Main office 866-757-7207edgepointwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $34B
- Rank among private fund advisers
- #233 of 4,686
- Rank among all SEC RIAs
- #600 of 17,210
- Clients
- 22
- Accounts
- 22
- Discretionary
- 100% of AUM
- Employees
- 26
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- Clifford T. BousadaPresident, Co-Chief Executive Officer, Director
- George G. MacdonaldChief Investment Officer, Co-Chief Executive Officer, Director
- Patrick J. FarmerChief Operating Officer, Director, Chairman
- Sayuri T. JodoinChief Compliance Officer
- Norman C. TangDirector of Finance
- Diane RossiDirector of Operations
- Frank J. MullenChief Investment Officer
Custody and brokerage
4 custodians
- CIBC Mellon Trust$1.6B52%
- BNY$601M20%
- State Street$490M16%
- Northern Trust$344M12%
Other RIAs using CIBC Mellon TrustOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 12 | $30B | 90% |
| Corporations or other businesses | 6 | $2.5B | 7% |
| Sovereign wealth funds and foreign official institutions | 1 | $490M | 1% |
| State or municipal government entities | 2 | $269M | <1% |
| Other investment advisers | 1 | $95M | <1% |
Disciplinary disclosures
Edgepoint Investment Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗edgepointwealth.com ↗
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The full record on Edgepoint Investment Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 488 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Edgepoint Investment Group manage?
Edgepoint Investment Group reports $33.8 billion in regulatory assets under management across 22 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 24, 2026.
What kind of firm is Edgepoint Investment Group?
Edgepoint Investment Group is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Edgepoint Investment Group’s clients?
By assets, its largest client types are pooled investment vehicles ($30.5 billion, 12 clients); corporations or other businesses ($2.5 billion, 6 clients); sovereign wealth funds and foreign official institutions ($490 million, 1 clients).
Does Edgepoint Investment Group have any disciplinary history?
Edgepoint Investment Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Edgepoint Investment Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →