Clients
Edgepoint Investment Group serves 22 clients, 12 of them pooled investment vehicles. The average client has about $1.54 billion with the firm.
- Pooled investment vehicles12 clients90%
- Corporations and other businesses6 clients7%
- OtherState or municipal government entities, Other investment advisers, Sovereign wealth funds and foreign official institutions3%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 12 | $30,486,086,840 | 90.2% | $2.54B |
| State or municipal government entities | 2 | $269,286,353 | 0.8% | $134.6M |
| Other investment advisers | 1 | $94,708,599 | 0.3% | $94.7M |
| Sovereign wealth funds and foreign official institutions | 1 | $490,221,163 | 1.5% | $490.2M |
| Corporations and other businesses | 6 | $2,458,320,693 | 7.3% | $409.7M |
| Total | 22 | $33,798,623,648 | 100% | $1.54B |
- Clients
- 12
- Regulatory AUM
- $30,486,086,840
- Share
- 90.2%
- Avg. per client
- $2.54B
- Clients
- 2
- Regulatory AUM
- $269,286,353
- Share
- 0.8%
- Avg. per client
- $134.6M
- Clients
- 1
- Regulatory AUM
- $94,708,599
- Share
- 0.3%
- Avg. per client
- $94.7M
- Clients
- 1
- Regulatory AUM
- $490,221,163
- Share
- 1.5%
- Avg. per client
- $490.2M
- Clients
- 6
- Regulatory AUM
- $2,458,320,693
- Share
- 7.3%
- Avg. per client
- $409.7M
Total
- Clients
- 22
- Regulatory AUM
- $33,798,623,648
- Share
- 100%
- Avg. per client
- $1.54B
What it does
Edgepoint Investment Group provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Edgepoint Investment Group advises no private funds.
100.0% of assets ($33.80B across 22 accounts) are managed with discretion. 91% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks96%
- Exchange-traded equities87%
- Non-exchange-traded equities9%
- Bonds2%
- Cash2%
Custodians
Edgepoint Investment Group’s client accounts are held mainly at CIBC Mellon Trust, with 5% of managed assets, and The Bank of New York Mellon, with 2%. Edgepoint Investment Group does not have custody of client assets.
- State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $490.2M1%
- CIBC Mellon TrustCIBC Mellon Trust Company · Toronto , on · $1.55B5%
- The Bank of New York MellonThe Bank of New York Mellon · London · $600.7M2%
- Northern TrustNorthern Trust · Chicago, IL · $344.4M1%
- All other custodians$30.81B91%
Ownership and leadership
Elevation 3 Holdings Inc. owns 25% to 50% of Edgepoint Investment Group, and Clifford Bousada is its CEO.
- Owns 25% to 50% of Edgepoint Investment Group Inc.
Elevation 3 Holdings Inc.
Control person · since September 2010
- Owns 75% or more of Elevation 3 Holdings Inc.
Clifford Bousada
Control person · since January 2008
- Owns 25% to 50% of Edgepoint Investment Group Inc.
Blooming Point Holdings Inc.
Control person · since September 2010
- Owns 75% or more of Blooming Point Holdings Inc.
George Macdonald
Control person · since March 2008
- Owns 10% to 25% of Edgepoint Investment Group Inc.
Chiefswood Holdings Limited
since September 2010
- Owns 75% or more of Chiefswood Holdings Limited
Robert Krembil
Control person · since February 1984
- Owns 10% to 25% of Edgepoint Investment Group Inc.
Kaidea Holdings Inc.
Control person · since September 2010
- Owns 75% or more of Kaidea Holdings Inc.
Patrick Farmer
Control person · since January 2008
Leadership
- Clifford BousadaPresident, Co-Chief Executive Officer, Director
- George MacdonaldChief Investment Officer, Co-Chief Executive Officer, Director
- Patrick FarmerChief Operating Officer, Director, Chairman
- Sayuri JodoinChief Compliance Officer
- Frank MullenChief Investment Officer
- Diane RossiDirector of Operations
- Norman TangDirector of Finance
Staff
- 26 employees
- 9 in advisory functions
Fees
Edgepoint Investment Group is paid through a percentage of assets under management and performance-based fees.
Edgepoint Investment Group’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Edgepoint Investment Group has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Edgepoint Investment Group Inc.
- Headquarters
- 150 Bloor Street West, Suite 700, Toronto, Ontario, Canada M5S2X9
- Phone
- 866-757-7207
- Website
- Not reported
- SEC file
- 801-120180
- Structure
- corporation organized in Canada
- Fiscal year end
- March
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 Edgepoint Investment Group have?
Edgepoint Investment Group has 22 clients and manages $33.8 billion for them, as of June 2026. They include 12 pooled investment vehicles, 6 corporations and other businesses and 2 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 June 2026
What services does Edgepoint Investment Group offer?
Edgepoint Investment Group provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Edgepoint Investment Group use?
Edgepoint Investment Group’s separately managed account assets are held at CIBC Mellon Trust Company (Toronto , on), with $1,552,532,657, The Bank of New York Mellon (London), with $600,665,740, State Street Bank and Trust Company (Boston, MA), with $490,221,163 and Northern Trust (Chicago, IL), with $344,380,764. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 June 2026
How many financial advisors does Edgepoint Investment Group have?
Edgepoint Investment Group has 0 investment adviser representatives registered with state securities authorities, out of 26 employees, and 9 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
What does Edgepoint Investment Group invest in?
At the end of its last fiscal year, Edgepoint Investment Group’s separately managed accounts held 87% exchange-traded equities, 9% non-exchange-traded equities, 2% sovereign bonds and 2% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Edgepoint Investment Group?
Edgepoint Investment Group is owned through holding companies by Clifford Bousada, George Macdonald, Patrick Farmer and Robert Krembil. Its direct owners are Elevation 3 Holdings Inc., Blooming Point Holdings Inc., Chiefswood Holdings Limited and Kaidea Holdings Inc., each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 24 June 2026
How does Edgepoint Investment Group get paid?
Edgepoint Investment Group 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