{
  "crd_number": 121591,
  "slug": "foyston-gordon-and-payne-inc-toronto-121591",
  "primary_business_name": "FOYSTON, GORDON & PAYNE INC.",
  "legal_name": "FOYSTON, GORDON & PAYNE INC.",
  "dbas": [],
  "city": "Toronto",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-10-04",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-05-15",
  "carried_forward": false,
  "raum_total": 5957784411.0,
  "raum_discretionary": 4481080129.0,
  "raum_non_discretionary": 1476704282.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 46,
  "advisory_employees": 22,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 1497006916.0,
      "count": 7217,
      "description": "WRAP PROGRAM CLIENTS"
    },
    "charitable": {
      "raum": 161905563.0,
      "count": 18
    },
    "state_municipal": {
      "raum": 730044230.0,
      "count": 3
    },
    "insurance_companies": {
      "raum": 49446496.0,
      "count": 5
    },
    "pension_profit_sharing": {
      "raum": 1676935846.0,
      "count": 31
    },
    "other_investment_advisers": {
      "raum": 569377007.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 524557596.0,
      "count": 261
    },
    "pooled_investment_vehicles": {
      "raum": 318657878.0,
      "count": 18
    },
    "corporations_other_businesses": {
      "raum": 429852879.0,
      "count": 158
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://ca.linkedin.com/company/foyston-gordon-&-payne-inc-",
    "https://foyston.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121591",
  "city_as_filed": "TORONTO",
  "url": "https://advisorcensus.com/firm/foyston-gordon-and-payne-inc-toronto-121591",
  "display_name": "Foyston, Gordon & Payne Inc.",
  "summary": "Foyston, Gordon & Payne Inc. is an SEC-registered investment advisory firm in Toronto, Canada, registered since 2002, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 15, 2026.",
  "citation": "AdvisorCensus. Foyston, Gordon & Payne Inc. (CRD 121591): 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 individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Publication of periodicals or newsletters",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Foyston, Gordon & Payne Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Foyston, Gordon & Payne Inc. 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 Foyston, Gordon & Payne Inc. located?",
      "a": "Foyston, Gordon & Payne Inc.'s principal office is in Toronto, Canada, according to its Form ADV."
    },
    {
      "q": "Is Foyston, Gordon & Payne Inc. registered with the SEC or a state?",
      "a": "Foyston, Gordon & Payne Inc. is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 121591."
    },
    {
      "q": "How much does Foyston, Gordon & Payne Inc. manage?",
      "a": "Foyston, Gordon & Payne Inc. reports $5,957,784,411 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (75% discretionary)."
    },
    {
      "q": "How have Foyston, Gordon & Payne Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Foyston, Gordon & Payne Inc.: Regulatory assets under management: $6,632,263,023 in the October 2021 data and $5,957,784,411 in the October 2026 data, down 10%. Total employees: 56 in October 2021 and 46 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Foyston, Gordon & Payne Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (7,217); high net worth individuals (261); corporations or other businesses not listed above (158)."
    },
    {
      "q": "Which custodians does Foyston, Gordon & Payne Inc. use?",
      "a": "Foyston, Gordon & Payne Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon and State Street Bank & Trust Co. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Foyston, Gordon & Payne Inc. 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/121591"
    },
    {
      "q": "What changed in Foyston, Gordon & Payne Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $4,723,872,549 to $5,957,784,411 (+26%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 6632263023.0,
      "total_employees": 56,
      "filing_date": "2021-04-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 4927231205.0,
      "total_employees": 54,
      "filing_date": "2022-04-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5075040790.0,
      "total_employees": 47,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4899420837.0,
      "total_employees": 47,
      "filing_date": "2024-08-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4723872549.0,
      "total_employees": 45,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 5957784411.0,
      "total_employees": 46,
      "filing_date": "2026-05-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $4,723,872,549 to $5,957,784,411 (+26%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "State Street Bank & Trust Co.",
      "name_as_filed": "STATE STREET BANK & TRUST CO.",
      "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/foyston-gordon-and-payne-inc-toronto-121591.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 261,
      "fewer_than_5": false,
      "raum": 524557596.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 318657878.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 31,
      "fewer_than_5": false,
      "raum": 1676935846.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 18,
      "fewer_than_5": false,
      "raum": 161905563.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 730044230.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 10,
      "fewer_than_5": false,
      "raum": 569377007.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 49446496.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 158,
      "fewer_than_5": false,
      "raum": 429852879.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 7217,
      "fewer_than_5": false,
      "raum": 1497006916.0
    }
  ],
  "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/121591",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}