AdvisorCensus / Financial advisors / Dawson Partners
Dawson Partners is an SEC-registered investment advisory firm in Toronto, Canada, registered since 2023, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 9, 2026.
Quick answers
From the filingHow 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 Toronto, Canada, 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 2023. Status as filed: Approved. CRD 281728.
How much does Dawson Partners manage?
Dawson Partners reports $22,141,360,695 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (100% discretionary).
How have Dawson Partners' assets and staff changed since 2021?
In the Form ADV data for Dawson Partners: Regulatory assets under management: $12,107,166,005 in the October 2023 data and $22,141,360,695 in the October 2026 data, up 83%. Total employees: 139 in October 2023 and 231 in October 2026. Assets under management move with markets as well as with clients coming and going.
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) (16).
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/281728
What changed in Dawson Partners' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $17,666,168,073 to $22,141,360,695 (+25%). Employees performing advisory functions went from 58 to 59.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$22,141,360,695 as of October 2026, filing dated June 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Dawson Partners Inc.
- Also doing business as
- DAWSON
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 231. Performing investment advisory functions: 59.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the July 2026 filing
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $22,141,360,695 | 231 | June 9, 2026 |
| October 2025 | $18,418,980,039 | 201 | June 4, 2025 |
| October 2024 | $14,433,854,024 | 156 | September 25, 2024 |
| October 2023 | $12,107,166,005 | 139 | May 12, 2023 |
| October 2022 | Not reported | Not reported | July 13, 2022 |
| October 2021 | Not reported | Not reported | June 25, 2021 |
Regulatory assets under management: $12,107,166,005 in the October 2023 data and $22,141,360,695 in the October 2026 data, up 83%.
Total employees: 139 in October 2023 and 231 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $17,666,168,073 to $22,141,360,695 (+25%).
- Employees performing advisory functions went from 58 to 59.
- March 2026
- Employees performing advisory functions went from 80 to 58.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Dawson Partners (CRD 281728): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/dawson-partners-toronto-281728