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DAWSON PARTNERS
Legal name: DAWSON PARTNERS (US) INC.
CRD 339430File 801-135112
APPROVED-120
Custody
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$999.1M
Above cohort median (national)
Discretionary AUM
$999.1M
Clients
1
2 accounts
Employees
231
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 8, 2026
- Principal office
- 10 BRYANT PARK, 452 FIFTH AVENUE, SUITE 23011, NEW YORK, NY, 10018
- Phone
- 416-668-3395
- Website
- https://dawsonpartners.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $999.1M
- Discretionary AUM
- $999.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- $999.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $999.1M |
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-120 |
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.