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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 28 | 26 | decreased by2 |
| Jul 1, 2026 | Clients | 21 | 22 | increased by1 |
| Jul 1, 2026 | AUM | $28,772,115,124 | $33,798,623,648 | increased by$5,026,508,524 |
| Jul 1, 2026 | Accounts | 21 | 22 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 26 | 28 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 18 | 21 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $26,199,312,172 | $28,772,115,124 | increased by$2,572,802,952 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 17 | 21 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 13 | 18 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $24,579,427,637 | $26,199,312,172 | increased by$1,619,884,535 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 17 | increased by4 |
| Jul 1, 2022 | Employees | 22 | 26 | increased by4 |
| Jul 1, 2022 | Clients | 11 | 13 | increased by2 |
| Jul 1, 2022 | AUM | $24,498,832,704 | $24,579,427,637 | increased by$80,594,933 |
| Jul 1, 2022 | Accounts | 12 | 13 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EDGEPOINT INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EDGEPOINT INVESTMENT” 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.