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EDGEPOINT INVESTMENT GROUP INC.

Advisory

N·TORONTO, ONTARIO

Data as of Jun 26, 2024 · Source: SEC Form ADV

Total AUM

$33.8B

1-Year AUM Growth

+19.6%

3-Year CAGR

+2.3%

Employees

9

Assets Under Management

Total AUM$33.8B

Discretionary AUM$33.8B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees9

Investment Advisers26

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record7

First FilingDec 17, 2020

Latest FilingJun 26, 2024

🔒 Full AUM trend chart and 7 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EDGEPOINT INVESTMENT GROUP INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.