EdgePoint Investment is an investment advisor in Toronto, Ontario with $21.91 bn assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
EdgePoint Investment Group Inc, EdgePoint Investment Management Inc
SEC CIK
SEC advisor number
801-120180
FINRA CRD number
312152
AUM ?
$21.91 bn
(as of 28 Jun 23)
Accounts
16
(as of 28 Jun 23)
Employees
24
(10 investment advisory or research)
Address
EdgePoint Investment
150 BLOOR STREET W SUITE 500
TORONTO
A6 M5S 2X9
150 BLOOR STREET W SUITE 500
TORONTO
A6 M5S 2X9
Office hours
Monday - Friday, 8AM TO 5PM EST
Phone
416-963-9353
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Bousada, Clifford, Tye | President, Co-chief Executive Officer, Director | 09/2010 | < 5% |
Macdonald, George, Geoffrey | Chief Investment Officer, Co-chief Executive Officer, Director | 09/2010 | < 5% |
Farmer, Patrick, John Peter | Chief Operating Officer, Director, Chairman | 09/2010 | < 5% |
Krembil, Robert, Charles | Director | 09/2010 | < 5% |
Elevation 3 Holdings Inc. | Shareholder | 09/2010 | 25-50% |
Jodoin, Sayuri, Tania | Chief Compliance Officer | 01/2018 | < 5% |
Tang, Norman, Chen-yu | Director of Finance | 06/2017 | < 5% |
Rossi, Diane | Director of Operations | 06/2017 | < 5% |
Blooming Point Holdings Inc. | Shareholder | 09/2010 | 25-50% |
Chiefswood Holdings Limited | Shareholder | 09/2010 | 10-25% |
Kaidea Holdings Inc. | Shareholder | 09/2010 | 10-25% |
Bousada, Clifford, Tye | President | 01/2008 | 25-50% |
Macdonald, George, Geoffrey | Chief Executive Officer, Director | 03/2008 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 May 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
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