Edgepoint Investment Group Inc.
- Regulatory AUM
- $33.8B
- Discretionary
- $33.8B
- Clients
- 22
- Avg AUM / client
- $1.5B
- Accounts
- 22
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $30.5B | 90.2% |
| State or municipal government entities | 2 | $269M | 0.8% |
| Other investment advisers | 1 | $94.7M | 0.28% |
| Sovereign wealth funds and foreign official institutions | 1 | $490M | 1.45% |
| Corporations and other businesses | 6 | $2.5B | 7.27% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Krembil, Robert, Charles | President | Feb 1984 (43y) | ≈ 7.5% – 25% via Chiefswood Holdings Limited | |
| Bousada, Clifford, Tye | President, Co Chief Executive Officer, Director | Jan 2008 (19y) | ≈ 18.75% – 50% via Elevation 3 Holdings Inc. | |
| Farmer, Patrick, John Peter | Chief Operating Officer, Director, Chairman | Jan 2008 (19y) | ≈ 7.5% – 25% via Kaidea Holdings Inc. | |
| Macdonald, George, Geoffrey | Chief Investment Officer, Co Chief Executive Officer, Director | Mar 2008 (18y) | ≈ 18.75% – 50% via Blooming Point Holdings Inc. | |
| Rossi, Diane | Director Of Operations | Jun 2017 (9y) | Less than 5% | |
| Tang, Norman, Chen Yu | Director Of Finance | Jun 2017 (9y) | Less than 5% | |
| Jodoin, Sayuri, Tania | Chief Compliance Officer | Jan 2018 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Elevation 3 Holdings Inc. | Shareholder | Sep 2010 | A | 25% – 50% |
| Blooming Point Holdings Inc. | Shareholder | Sep 2010 | A | 25% – 50% |
| Chiefswood Holdings Limited | Shareholder | Sep 2010 | A | 10% – 25% |
| Kaidea Holdings Inc. | Shareholder | Sep 2010 | A | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Krembil, Robert, Charles: 75% – 100% of Chiefswood Holdings Limited × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Bousada, Clifford, Tye: 75% – 100% of Elevation 3 Holdings Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Farmer, Patrick, John Peter: 75% – 100% of Kaidea Holdings Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Macdonald, George, Geoffrey: 75% – 100% of Blooming Point Holdings Inc. × 25% – 50% direct ≈ 18.75% – 50% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 1.04 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
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Cibc Mellon Trust Company $1.6B (5% of AUM) Jun 2026
- BNY Mellon $601M (2% of AUM) Jun 2026
- State Street $490M (1% of AUM) Jun 2026
- Northern Trust $344M (1% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗