The EDGEPOINT INVESTMENT GROUP is a privately held investment adviser that advises $58.3Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. EDGEPOINT INVESTMENT GROUP is a Public/Private Fund Assets increased by 48.05% over the last 5-years.
The Group has been registered with the SEC for 5.5 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 150 BLOOR STREET WEST SUITE 700, TORONTO, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 11 US and Non-US bodies.
They have 26 employees comprised of 9 investment and 17 non-investment staff. The total number of Employees increased by 18.18% over the last 5-years.
Their $58.3Bn in assets advised are owned by 12 private funds, 5 public funds and BDCs and 10 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $30.49Bn or 52.29% of Total Assets and Investment Companies (IC) own $24.5Bn or 42.03% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 59%, 41% and 0% of total assets, respectively.
They advise 6 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
EDGEPOINT INVESTMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.