{ "crd_number": 281728, "slug": "dawson-partners-toronto-281728", "primary_business_name": "DAWSON PARTNERS", "legal_name": "DAWSON PARTNERS INC.", "dbas": [ "DAWSON" ], "city": "Toronto", "state": null, "country": "Canada", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-03-02", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-06-09", "carried_forward": false, "raum_total": 22141360695.0, "raum_discretionary": 22141360695.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 231, "advisory_employees": 59, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 22141360695.0, "count": 16 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://ca.linkedin.com/company/dawsonpartners", "https://dawsonpartners.com", "https://instagram.com/dawsonpartners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281728", "city_as_filed": "TORONTO", "url": "https://advisorcensus.com/firm/dawson-partners-toronto-281728", "display_name": "Dawson Partners", "summary": "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.", "citation": "AdvisorCensus. Dawson Partners (CRD 281728): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Dawson Partners compensated?", "a": "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." }, { "q": "Where is Dawson Partners located?", "a": "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)." }, { "q": "Is Dawson Partners registered with the SEC or a state?", "a": "Dawson Partners is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 281728." }, { "q": "How much does Dawson Partners manage?", "a": "Dawson Partners reports $22,141,360,695 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (100% discretionary)." }, { "q": "How have Dawson Partners' assets and staff changed since 2021?", "a": "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." }, { "q": "What types of clients does Dawson Partners serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (16)." }, { "q": "Does Dawson Partners report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Dawson Partners' recent Form ADV filings?", "a": "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." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2021-06-25" }, { "period": "2022-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2022-07-13" }, { "period": "2023-10-01", "regulatory_assets_under_management": 12107166005.0, "total_employees": 139, "filing_date": "2023-05-12" }, { "period": "2024-10-01", "regulatory_assets_under_management": 14433854024.0, "total_employees": 156, "filing_date": "2024-09-25" }, { "period": "2025-10-01", "regulatory_assets_under_management": 18418980039.0, "total_employees": 201, "filing_date": "2025-06-04" }, { "period": "2026-10-01", "regulatory_assets_under_management": 22141360695.0, "total_employees": 231, "filing_date": "2026-06-09" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "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." ] }, { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Employees performing advisory functions went from 80 to 58." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/dawson-partners-toronto-281728.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 16, "fewer_than_5": false, "raum": 22141360695.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281728", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }