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EDGEPOINT INVESTMENT GROUP
Legal name: EDGEPOINT INVESTMENT GROUP INC.
CRD 312152File 801-120180
APPROVED
Filing as of Jun 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$33.80B
Top 10% of cohort (national)
Discretionary AUM
$33.80B
Clients
22
22 accounts
Employees
26
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 1, 2021
- Principal office
- 150 BLOOR STREET WEST, SUITE 700, TORONTO, ONTARIO, M5S2X9
- Phone
- 866-757-7207
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $33.80B
- Discretionary AUM
- $33.80B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 22
- Non-discretionary accounts
- 0
- Total accounts
- 22
- AUM per client
- $1.54B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $2.46B |
| Non-U.S. persons | Fewer than 5 | $490.2M |
| Other investment advisers | Fewer than 5 | $94.7M |
| Pooled investment vehicles | 12 | $30.49B |
| State or municipal government entities | Fewer than 5 | $269.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.