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DAWSON PARTNERS
Legal name: DAWSON PARTNERS INC.
CRD 281728File 801-127412
APPROVED
Custody
Filing as of Jun 9, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 225 | 231 | increased by6 |
| Apr 1, 2026 | Clients | 14 | 16 | increased by2 |
| Apr 1, 2026 | AUM | $17,666,168,073 | $22,141,360,695 | increased by$4,475,192,622 |
| Apr 1, 2026 | Accounts | 30 | 31 | increased by1 |
| Mar 1, 2026 | Employees | 201 | 225 | increased by24 |
| Mar 1, 2026 | Clients | 15 | 14 | decreased by1 |
| Mar 1, 2026 | AUM | $18,418,980,039 | $17,666,168,073 | decreased by$752,811,966 |
| Mar 1, 2026 | Accounts | 40 | 30 | decreased by10 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DAWSON PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DAWSON PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.