Edgepoint Investment Group Inc.
● SEC registered since 2021CRD 312152SEC# 801-120180Toronto, Ontario
Reg. AUM
$33.8B
Employees
26
Accounts
22
Location
Toronto, Ontario
Edgepoint Investment Group Inc. assets under management
Edgepoint Investment Group Inc. is an SEC-registered investment adviser based in Toronto, Ontario. The firm has been registered since 2021. It reports $33.8 billion in regulatory assets under management and employs 26 people.
Edgepoint Investment Group Inc. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blooming Point Holdings Inc. Control | Shareholder | 25-50% | 2010 |
| Chiefswood Holdings Limited | Shareholder | 10-25% | 2010 |
| Clifford Tye Bousada Control | President, Co-Chief Executive Officer, Director | Under 5% | 2010 |
| Diane Rossi Control | Director Of Operations | Under 5% | 2017 |
| Elevation 3 Holdings Inc. Control | Shareholder | 25-50% | 2010 |
| Frank James Mullen Control | Chief Investment Officer | Under 5% | 2024 |
| George Geoffrey MacDonald Control | Chief Investment Officer, Co-Chief Executive Officer, Director | Under 5% | 2010 |
| Kaidea Holdings Inc. Control | Shareholder | 10-25% | 2010 |
| Norman Chen-Yu Tang Control | Director Of Finance | Under 5% | 2017 |
| Patrick John Peter Farmer Control | Chief Operating Officer, Director, Chairman | Under 5% | 2010 |
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Join to unlock · $37/moFrequently asked questions
How much does Edgepoint Investment Group Inc. manage?
Edgepoint Investment Group Inc. reports $33.8 billion in regulatory assets under management on its Form ADV.
How many employees does Edgepoint Investment Group Inc. have?
Edgepoint Investment Group Inc. reports 26 employees.
Where is Edgepoint Investment Group Inc. located?
Edgepoint Investment Group Inc. is based in Toronto, Ontario and has been SEC-registered since 2021.
Does Edgepoint Investment Group Inc. disclose fund performance?
Edgepoint Investment Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 Bloor Street West, Suite 700, Toronto, Ontario M5S2X9 |
| Phone | 866-757-7207 |
| Office hours | 8a.m. To 5p.m. Est |
| SEC region | HQ |
| CIK | 1481669 |
| Discloses disciplinary history | No |
Regulatory AUM
$33.8B▲ 17%
Jun '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,306 advisers
EmployeesTop 20%
More than 80% of 16,824 advisers
Assets under management
$33.8Bregulatory AUM
Discretionary $33.8B