# Dawson Partners

> Dawson Partners is an SEC-registered investment advisory firm in New York, NY, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 339430
- Filed as: DAWSON PARTNERS
- Legal name: Dawson Partners (US) Inc.
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339430
- AdvisorCensus page: https://advisorcensus.com/firm/dawson-partners-new-york-ny-339430

## Quick answers

**How is Dawson Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Dawson Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Dawson Partners located?**
Dawson Partners' principal office is in New York, NY, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Dawson Partners registered with the SEC or a state?**
Dawson Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 339430.

**How much does Dawson Partners manage?**
Dawson Partners reports $999,148,689 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (100% discretionary).

**What types of clients does Dawson Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Dawson Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339430

**What changed in Dawson Partners' recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 58 to 60.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $999,148,689
- Discretionary: $999,148,689
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $999,148,689 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 231 total, 60 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- London
- Toronto

### Websites listed on Form ADV (Item 1.I)
- dawsonpartners.com
- LinkedIn @dawsonpartners
- Instagram @dawsonpartners

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 58 to 60.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dawson Partners (CRD 339430): Form ADV filing data as of October 2026.