Clients
Dawson Partners serves 16 clients. The average client has about $1.38 billion with the firm.
- Pooled investment vehicles16 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 16 | $22,141,360,695 | 100.0% | $1.38B |
| Total | 16 | $22,141,360,695 | 100% | $1.38B |
- Clients
- 16
- Regulatory AUM
- $22,141,360,695
- Share
- 100.0%
- Avg. per client
- $1.38B
Total
- Clients
- 16
- Regulatory AUM
- $22,141,360,695
- Share
- 100%
- Avg. per client
- $1.38B
What it does
Dawson Partners provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Dawson Partners advises 15 private funds.
100.0% of assets ($22.14B across 31 accounts) are managed with discretion. 6% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Dawson Partners has custody of $3.62B for 3 clients.
- All other custodians$22.14B100%
Ownership and leadership
Dawson Partners Holdco Inc. owns 75% or more of Dawson Partners.
- Owns 75% or more of Dawson Partners Inc.
Dawson Partners Holdco Inc.
Control person · since October 2021
- Owns 75% or more of Dawson Partners Holdco Inc.
Kluane WH Holdings Inc.
Control person · since October 2021
- Owns 75% or more of Kluane WH Holdings Inc.
Yann Robard
Control person · since August 2015
Leadership
- Marilia BothamleyChief Financial Officer
- Jennifer McGoeyChief Compliance Officer
- Matthew KuchinskyGeneral Counsel
- Derek MinersChief Operations Officer
- Yann RobardManaging Partner, Secretary and Sole Director
Staff
- 231 employees
- 59 in advisory functions
Fees
Dawson Partners is paid through a percentage of assets under management and performance-based fees.
Dawson Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Dawson Partners has 2 offices, with 2 listed addresses in 1 state.
New York · 1 listed address
- 10 Bryant Park, New York
Choose a state to see its listed addresses.
Other business names
Dawson Partners has reported 1 other business name to the SEC.
- Dawson
Registration details
- Legal name
- Dawson Partners Inc.
- Headquarters
- 79 Wellington ST. West, TD South Tower, Box 92, Suite 2100, Toronto, Canada M5K 1G8
- Phone
- 647-925-1284
- Website
- dawsonpartners.com
- SEC file
- 801-127412
- Structure
- corporation organized in Canada
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Dawson Partners have?
Dawson Partners has 16 clients and manages $22.1 billion for them, as of June 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 June 2026
What services does Dawson Partners offer?
Dawson Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Dawson Partners have?
Dawson Partners has 0 investment adviser representatives registered with state securities authorities, out of 231 employees, and 59 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Dawson Partners?
Dawson Partners is owned through a chain of holding companies by Yann Robard. Its direct owner is Dawson Partners Holdco Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 June 2026
How does Dawson Partners get paid?
Dawson Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file