Dawson Partners Inc.
- Regulatory AUM
- $22.1B
- Discretionary
- $22.1B
- Clients
- 16
- Avg AUM / client
- $1.4B
- Accounts
- 31
- Employees
- 231
AUM over time
Annual snapshots from Form ADV filings · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 16 | $22.1B | 100.0% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $14.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Dawson Portfolio Finance 5 Lp master | Private Equity Fund | Delaware | $6.0B | 314 |
| Dawson Portfolio Finance 4 Lp master | Private Equity Fund | Delaware | $3.6B | 159 |
| Dawson Portfolio Finance 6 Lp master | Private Equity Fund | Delaware | $1.6B | 54 |
| Dawson Portfolio Finance 3 Lp master | Private Equity Fund | Delaware | $1.3B | 81 |
| Dawson Portfolio Finance 2 Lp master | Private Equity Fund | Delaware | $597M | 62 |
| Dawson Gp Finance 1 Lp master | Private Equity Fund | Delaware | $580M | 20 |
| Dawson Equity 1 Lp master | Private Equity Fund | Delaware | $352M | 72 |
| Dawson (Co Invest) 5 Lp | Private Equity Fund | Delaware | $162M | 3 |
| Dawson Idf 1 Lp | Private Equity Fund | Delaware | $105M | 2 |
| Dawson Portfolio Finance 1 Lp master | Private Equity Fund | Delaware | $89.0M | 39 |
| Dawson (Co Invest) 6 Lp | Private Equity Fund | Delaware | $50.4M | 3 |
| Dawson Gp Finance 2 Lp master | Private Equity Fund | Delaware | $0 | 0 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robard, Yann, Philippe | Managing Partner, Secretary And Sole Director | Aug 2015 (11y) | ≈ 42.19% – 100% via Kluane Wh Holdings Inc. | |
| Bothamley, Marilia | Chief Financial Officer | Feb 2020 (7y) | Less than 5% | |
| Mcgoey, Jennifer, Fiona | Chief Compliance Officer | Feb 2022 (5y) | Less than 5% | |
| Kuchinsky, Matthew, Ian | General Counsel | Apr 2023 (3y) | Less than 5% | |
| Miners, Derek, Paul | Chief Operations Officer | Apr 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Dawson Partners Holdco Inc. | Shareholder | Oct 2021 | A | 75% or more |
| Kluane Wh Holdings Inc. | Shareholder | Oct 2021 | B | ≈ 56.25% – 100% via Dawson Partners Holdco Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Robard, Yann, Philippe: 75% – 100% of Kluane Wh Holdings Inc. × 75% – 100% of Dawson Partners Holdco Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Kluane Wh Holdings Inc.: 75% – 100% of Dawson Partners Holdco Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $14.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Dawson Portfolio Finance 5 Lp | Private Equity Fund | $6.0B | $5.0M | 314 |
| Dawson Portfolio Finance 4 Lp | Private Equity Fund | $3.6B | $5.0M | 159 |
| Dawson Portfolio Finance 6 Lp | Private Equity Fund | $1.6B | $5.0M | 54 |
| Dawson Portfolio Finance 3 Lp | Private Equity Fund | $1.3B | $5.0M | 81 |
| Dawson Portfolio Finance 2 Lp | Private Equity Fund | $597M | $5.0M | 62 |
| Dawson Gp Finance 1 Lp | Private Equity Fund | $580M | $5.0M | 20 |
| Dawson Equity 1 Lp | Private Equity Fund | $352M | $5.0M | 72 |
| Dawson (Co Invest) 5 Lp | Private Equity Fund | $162M | $5.0M | 3 |
| Dawson Idf 1 Lp | Private Equity Fund | $105M | $5.0M | 2 |
| Dawson Portfolio Finance 1 Lp | Private Equity Fund | $89.0M | $5.0M | 39 |
| Dawson (Co Invest) 6 Lp | Private Equity Fund | $50.4M | $5.0M | 3 |
| Dawson Gp Finance 2 Lp | Private Equity Fund | $0 | $5.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 4.85 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗