This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=0.9 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$34BItem 5.F on the latest filing (2026-06-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$34B

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

26

Advisory employees

9

Offices

0Schedule D 1.F, beyond the principal office

Accounts

22

SEC number

801-120180

CIK

1481669

CRD

312152

Filings on the tape

9

First filed

Dec 17, 2020

Latest filed

Jun 24, 2026

Organised

Corporation

• Occurred

  Jun 30, 2021
  Regulatory AUM changed

  Edgepoint Investment Group reported RAUM $24.5B, up 29% from $18.9B (2021-01-29 to 2021-06-30)

  Form ADVobserved 6 days ago
  $5.6B
• Occurred

  Dec 17, 2020
  First Form ADV filing

  Edgepoint Investment Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c9073a6c-6c00-a51d-8adf-2c79392cd37a

First observed

Dec 17, 2020

Last observed

Jun 24, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.