{"url":"https://nivawealth.com/firms/edgepoint-investment-group-312152","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/312152","regulatoryAum":33798623648,"crd":"312152","secFileNumber":"801-120180","legalName":"Edgepoint Investment Group Inc.","displayName":"Edgepoint Investment Group","website":null,"linkedinUrl":"https://ca.linkedin.com/company/edgepoint-wealth-management","founded":null,"organization":"corporation organized in Canada","fiscalYearEnd":"March","headquarters":{"street":"150 Bloor Street West, Suite 700","city":"Toronto, Ontario","state":"","stateName":"","country":"Canada","postalCode":"M5S2X9"},"tradeNames":[],"registration":{"secApproved":"1 February 2021","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":26,"advisory":9,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":33798623648,"discretionaryAccounts":22,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":91,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":12,"regulatoryAum":30486086840},{"label":"State or municipal government entities","clients":2,"regulatoryAum":269286353},{"label":"Other investment advisers","clients":1,"regulatoryAum":94708599},{"label":"Sovereign wealth funds and foreign official institutions","clients":1,"regulatoryAum":490221163},{"label":"Corporations and other businesses","clients":6,"regulatoryAum":2458320693}],"fees":[],"feeNotes":[],"custodians":[{"name":"State Street Bank and Trust Company","shortName":"State Street Bank and Trust","location":"Boston, MA","smaAssets":490221163},{"name":"CIBC Mellon Trust Company","shortName":"CIBC Mellon Trust","location":"Toronto , on","smaAssets":1552532657},{"name":"The Bank of New York Mellon","shortName":"The Bank of New York Mellon","location":"London","smaAssets":600665740},{"name":"Northern Trust","shortName":"Northern Trust","location":"Chicago, IL","smaAssets":344380764}],"custodyNote":"Edgepoint Investment Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Clifford Bousada","title":"President, Co-Chief Executive Officer, Director","crd":"7321993"},{"name":"George Macdonald","title":"Chief Investment Officer, Co-Chief Executive Officer, Director","crd":"7321999"},{"name":"Patrick Farmer","title":"Chief Operating Officer, Director, Chairman","crd":"4664357"},{"name":"Sayuri Jodoin","title":"Chief Compliance Officer","crd":"7322014"},{"name":"Frank Mullen","title":"Chief Investment Officer","crd":"8298729"},{"name":"Diane Rossi","title":"Director of Operations","crd":"7322020"},{"name":"Norman Tang","title":"Director of Finance","crd":"7322017"}],"ownership":[{"label":"Elevation 3 Holdings Inc.","detail":"Shareholder in the 25% to 50% ownership band and a control person, since September 2010."},{"label":"Blooming Point Holdings Inc.","detail":"Shareholder in the 25% to 50% ownership band and a control person, since September 2010."},{"label":"Chiefswood Holdings Limited","detail":"Shareholder in the 10% to 25% ownership band, since September 2010."},{"label":"Kaidea Holdings Inc.","detail":"Shareholder in the 10% to 25% ownership band and a control person, since September 2010."},{"label":"Clifford Bousada","detail":"Indirect owner: a president of Elevation 3 Holdings Inc. in the 75% or more band and a control person, since January 2008.","parent":"Elevation 3 Holdings Inc."},{"label":"George Macdonald","detail":"Indirect owner: a chief executive officer, director of Blooming Point Holdings Inc. in the 75% or more band and a control person, since March 2008.","parent":"Blooming Point Holdings Inc."},{"label":"Patrick Farmer","detail":"Indirect owner: a president of Kaidea Holdings Inc. in the 75% or more band and a control person, since January 2008.","parent":"Kaidea Holdings Inc."},{"label":"Robert Krembil","detail":"Indirect owner: a president of Chiefswood Holdings Limited in the 75% or more band and a control person, since February 1984.","parent":"Chiefswood Holdings Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"866-757-7207","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":87},{"label":"Non-exchange-traded equity securities","percent":9},{"label":"Sovereign bonds","percent":2},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"24 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/312152/PDF/312152.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Edgepoint Investment Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Edgepoint Investment Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Edgepoint Investment Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Edgepoint Investment Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Edgepoint Investment Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Edgepoint Investment Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Edgepoint Investment Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}