{
  "crd_number": 312152,
  "slug": "edgepoint-investment-group-toronto-ontario-312152",
  "primary_business_name": "EDGEPOINT INVESTMENT GROUP",
  "legal_name": "EDGEPOINT INVESTMENT GROUP INC.",
  "dbas": [],
  "city": "Toronto, Ontario",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-02-01",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-06-24",
  "carried_forward": false,
  "raum_total": 33798623648.0,
  "raum_discretionary": 33798623648.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 26,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "state_municipal": {
      "raum": 269286353.0,
      "count": 2,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 94708599.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 30486086840.0,
      "count": 12
    },
    "corporations_other_businesses": {
      "raum": 2458320693.0,
      "count": 6
    },
    "sovereign_wealth_foreign_official": {
      "raum": 490221163.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://ca.linkedin.com/company/edgepoint-wealth-management",
    "https://edgepointwealth.com/institutional"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312152",
  "city_as_filed": "TORONTO, ONTARIO",
  "url": "https://advisorcensus.com/firm/edgepoint-investment-group-toronto-ontario-312152",
  "display_name": "Edgepoint Investment Group",
  "summary": "Edgepoint Investment Group is an SEC-registered investment advisory firm in Toronto, Ontario, Canada, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 24, 2026.",
  "citation": "AdvisorCensus. Edgepoint Investment Group (CRD 312152): 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)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Edgepoint Investment Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Edgepoint Investment Group reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Edgepoint Investment Group charge?",
      "a": "Its Form ADV Part 2A brochure dated June 24, 2026 states: Up to $100,000,000: 0.7% a year; $100,000,000 to $250,000,000: 0.65% a year; $250,000,000 to $500,000,000: 0.6% a year; $500,000,000 to $1,000,000,000: 0.55% a year; Above $1,000,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Edgepoint Investment Group located?",
      "a": "Edgepoint Investment Group's principal office is in Toronto, Ontario, Canada, according to its Form ADV."
    },
    {
      "q": "Is Edgepoint Investment Group registered with the SEC or a state?",
      "a": "Edgepoint Investment Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312152."
    },
    {
      "q": "How much does Edgepoint Investment Group manage?",
      "a": "Edgepoint Investment Group reports $33,798,623,648 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Edgepoint Investment Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Edgepoint Investment Group: Regulatory assets under management: $24,498,832,704 in the October 2021 data and $33,798,623,648 in the October 2026 data, up 38%. Total employees: 22 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Edgepoint Investment Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12); corporations or other businesses not listed above (6); state or municipal government entities (including government pension plans) (2)."
    },
    {
      "q": "Which custodians does Edgepoint Investment Group use?",
      "a": "Edgepoint Investment Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, CIBC Mellon Trust Company, Northern Trust and State Street Bank and Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Edgepoint Investment Group 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/312152"
    },
    {
      "q": "What changed in Edgepoint Investment Group's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Employees performing advisory functions went from 10 to 9. Regulatory assets under management went from $28,772,115,124 to $33,798,623,648 (+17%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 24498832704.0,
      "total_employees": 22,
      "filing_date": "2021-06-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 24579427637.0,
      "total_employees": 26,
      "filing_date": "2022-06-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 21906389437.0,
      "total_employees": 24,
      "filing_date": "2023-06-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 26199312172.0,
      "total_employees": 26,
      "filing_date": "2024-06-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 28772115124.0,
      "total_employees": 28,
      "filing_date": "2025-06-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 33798623648.0,
      "total_employees": 26,
      "filing_date": "2026-06-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 9.",
        "Regulatory assets under management went from $28,772,115,124 to $33,798,623,648 (+17%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $100,000,000",
        "rate": "0.7%"
      },
      {
        "band": "$100,000,000 to $250,000,000",
        "rate": "0.65%"
      },
      {
        "band": "$250,000,000 to $500,000,000",
        "rate": "0.6%"
      },
      {
        "band": "$500,000,000 to $1,000,000,000",
        "rate": "0.55%"
      },
      {
        "band": "Above $1,000,000,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $100,000,000: 0.7% a year",
          "$100,000,000 to $250,000,000: 0.65% a year",
          "$250,000,000 to $500,000,000: 0.6% a year",
          "$500,000,000 to $1,000,000,000: 0.55% a year",
          "Above $1,000,000,000: 0.5% a year"
        ],
        "quotes": [
          "Management fees for U.S. separately managed account Clients are generally based upon the below fee schedule (per annum):",
          "First $100 million 0.70%",
          "Next $150 million 0.65%",
          "Next $250 million 0.60%",
          "Next $500 million 0.55%",
          "Greater than $1 billion 0.50%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 100000000.0,
          "rate_pct": 0.7
        },
        {
          "min": 100000000.0,
          "max": 250000000.0,
          "rate_pct": 0.65
        },
        {
          "min": 250000000.0,
          "max": 500000000.0,
          "rate_pct": 0.6
        },
        {
          "min": 500000000.0,
          "max": 1000000000.0,
          "rate_pct": 0.55
        },
        {
          "min": 1000000000.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Management fees for U.S. separately managed account Clients are generally based upon the below fee schedule (per annum):",
      "First $100 million 0.70%",
      "Next $150 million 0.65%",
      "Next $250 million 0.60%",
      "Next $500 million 0.55%",
      "Greater than $1 billion 0.50%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "CIBC Mellon Trust Company",
      "name_as_filed": "CIBC MELLON TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust Company",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/edgepoint-investment-group-toronto-ontario-312152.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 30486086840.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 269286353.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 94708599.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 1,
      "fewer_than_5": true,
      "raum": 490221163.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 2458320693.0
    }
  ],
  "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/312152",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}