← Directory
DAWSON PARTNERS
Legal name: DAWSON PARTNERS INC.
CRD 281728File 801-127412
APPROVED
Custody
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$22.14B
Top 10% of cohort (national)
Discretionary AUM
$22.14B
Clients
16
31 accounts
Employees
231
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 2, 2023
- Principal office
- 79 WELLINGTON ST. WEST, TD SOUTH TOWER, BOX 92, SUITE 2100, TORONTO, M5K 1G8
- Phone
- 647-925-1284
- Website
- https://dawsonpartners.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $22.14B
- Discretionary AUM
- $22.14B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 31
- Non-discretionary accounts
- 0
- Total accounts
- 31
- AUM per client
- $1.38B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 16 | $22.14B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.