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EDGEPOINT INVESTMENT GROUP
EDGEPOINT INVESTMENT GROUP INC.
CRD 312152 · SEC 801-120180
150 BLOOR STREET WEST, SUITE 700, TORONTO, ONTARIO, M5S2X9, Canada
Phone
866-757-7207
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$28.77B
Discretionary AUM
$28.77B
Team
28 total employees; 10 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2025-06-26
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $26.06B |
| State/municipal entities | 2 | $221.0M |
| Sovereign wealth funds | 1 | $401.0M |
| Corporations/business entities | 6 | $2.09B |
All web addresses on file
Official SEC filing: View on IAPD