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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

DAWSON PARTNERS

DAWSON PARTNERS INC., CRD 281728

TORONTO

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Search this name across graphsid dfx:ria:d1d88360-d7fe-320a-5a77-cc0f25f8e4ec

Data as of Jun 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 6
On other graphs: 1
Observed: Jan 31, 2023 to Jun 9, 2026
14 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Dawson Partners

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $22BItem 5.F on the latest filing (2026-06-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $22B
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: 231
Advisory employees: 59
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 31
Private funds: 15Schedule D 7.B(1)
Custody, client assets: $3.6B
SEC number: 801-127412
CRD: 281728
Filings on the tape: 14
First filed: Jan 31, 2023
Latest filed: Jun 9, 2026
Organised: Corporation

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
DAWSON PORTFOLIO FINANCE 5 LP	Private Equity Fund	$6.0B	Sep 25, 2024	314	Mar 31, 2022	reported	021-415220
DAWSON PORTFOLIO FINANCE 4 LP	Private Equity Fund	$3.6B	Sep 25, 2024	159	Oct 28, 2020	reported	021-364237
DAWSON PORTFOLIO FINANCE 6 LP	Private Equity Fund	$1.6B	Sep 25, 2024	54	Mar 28, 2024	reported	021-494878
DAWSON PORTFOLIO FINANCE 3 LP	Private Equity Fund	$1.3B	Sep 25, 2024	81	Mar 30, 2020	reported	021-336295
DAWSON PORTFOLIO FINANCE 2 LP	Private Equity Fund	$597M	Sep 25, 2024	62	Mar 9, 2018	reported	021-305417
DAWSON GP FINANCE 1 LP	Private Equity Fund	$580M	Sep 25, 2024	20	Mar 30, 2021	reported	021-386916
DAWSON EQUITY 1 LP	Private Equity Fund	$352M	Sep 25, 2024	72	Mar 31, 2022	reported	021-419856
DAWSON (CO-INVEST) 5 LP	Private Equity Fund	$162M	Sep 25, 2024	3	Mar 31, 2022	reported	021-421572
DAWSON IDF 1 LP	Private Equity Fund	$105M	Sep 25, 2024	2	Mar 28, 2024	reported	021-484511
DAWSON PORTFOLIO FINANCE 1 LP	Private Equity Fund	$89.0M	Sep 25, 2024	39	Feb 10, 2016	reported	021-259023
DAWSON (CO-INVEST) 6 LP	Private Equity Fund	$50.4M	Sep 25, 2024	3	Mar 28, 2024	reported	021-494939
WHITEHORSE LIQUIDITY PARTNERS CAYMAN (C) I LP	Private Equity Fund	$1.2M	Mar 1, 2017	8	Mar 1, 2017	dropped	021-259023
DAWSON GP FINANCE 2 LP	Private Equity Fund	$0	Sep 25, 2024	0	Mar 28, 2024	reported	021-505046

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOTHAMLEY, MARILIA	CHIEF FINANCIAL OFFICER	Na	yes	02/2020	Jan 31, 2023	Sep 25, 2024
DAWSON PARTNERS HOLDCO INC.	Shareholder	E	yes	10/2021	Jul 11, 2024	Sep 25, 2024
KLUANE WH HOLDINGS INC.	Shareholder	E	yes	10/2021	Jan 31, 2023	Sep 25, 2024
KUCHINSKY, MATTHEW, IAN	GENERAL COUNSEL	Na	yes	04/2023	May 12, 2023	Sep 25, 2024
MCGOEY, JENNIFER, FIONA	CHIEF COMPLIANCE OFFICER	Na	yes	02/2022	Jan 31, 2023	Sep 25, 2024
MINERS, DEREK, PAUL	CHIEF OPERATIONS OFFICER	Na	yes	04/2023	May 12, 2023	Sep 25, 2024
ROBARD, YANN, PHILIPPE	MANAGING PARTNER, SECRETARY AND SOLE DIRECTOR	E	yes	08/2015	Jan 31, 2023	Sep 25, 2024
ROBARD, YANN, PHILIPPE	MANAGING PARTNER, SECRETARY AND SOLE DIRECTOR	Na	yes	08/2015	Jan 31, 2023	Sep 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DAWSON INTERNATIONAL (UK) LTD.	n/a	n/a	n/a	N	yes	n/a
DAWSON PARTNERS 5 GP INC.	n/a	n/a	n/a	N	yes	n/a
DAWSON PARTNERS 6 GP INC.	n/a	n/a	n/a	N	yes	n/a
DAWSON PARTNERS ASSOCIATES 1 GP LLC	n/a	n/a	n/a	N	yes	n/a
DAWSON PARTNERS ASSOCIATES 1 LP	n/a	n/a	n/a	N	yes	n/a
DAWSON PARTNERS ASSOCIATES 2 GP LLC	n/a	n/a	n/a	N	yes	n/a
DAWSON PARTNERS ASSOCIATES 3 GP LLC	n/a	n/a	n/a	N	yes	n/a
DAWSON PARTNERS ASSOCIATES 4 GP LLC	n/a	n/a	n/a	N	yes	n/a
DAWSON PARTNERS EQUITY 1 GP INC.	n/a	n/a	n/a	N	yes	n/a
DAWSON PARTNERS GP FINANCE 1 GP INC.	n/a	n/a	n/a	N	yes	n/a
DAWSON PARTNERS GP FINANCE 2 GP INC.	n/a	n/a	n/a	N	yes	n/a
DAWSON PARTNERS IDF 1 GP INC.	n/a	n/a	n/a	N	yes	n/a
DAWSON RATED FUND 5-R1 GP LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$22B	$22B	231	59	2	15	n/a
2024	Mar 31, 2025	$18B	$18B	201	80	2	15	n/a
2023	Mar 28, 2024	$14B	$14B	156	39	0	12	$14B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$22B	$18B	20.2%	n/a	n/a	231	201	2	2

Relationships

Advises (13)

→ DAWSON PORTFOLIO FINANCE 1 LPPrivate fundPrivate Equity Fund, IA
Feb 10, 2016 to presentfactForm ADV
→ DAWSON IDF 1 LPPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ DAWSON GP FINANCE 1 LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ DAWSON PORTFOLIO FINANCE 6 LPPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ DAWSON EQUITY 1 LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ DAWSON PORTFOLIO FINANCE 4 LPPrivate fundPrivate Equity Fund, IA
Oct 28, 2020 to presentfactForm ADV
→ DAWSON PORTFOLIO FINANCE 5 LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ DAWSON PORTFOLIO FINANCE 3 LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ DAWSON (CO-INVEST) 6 LPPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ DAWSON PORTFOLIO FINANCE 2 LPPrivate fundPrivate Equity Fund, IA
Mar 9, 2018 to presentfactForm ADV
→ DAWSON (CO-INVEST) 5 LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ DAWSON GP FINANCE 2 LPPrivate fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ WHITEHORSE LIQUIDITY PARTNERS CAYMAN (C) I LPPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 1, 2017 to Mar 1, 2017factForm ADV

Controls (7)

← ROBARD, YANN, PHILIPPEOwnerMANAGING PARTNER, SECRETARY AND SOLE DIRECTOR, ownership code E, individual
Jan 31, 2023 to Sep 25, 2024factForm ADV
← BOTHAMLEY, MARILIAOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jan 31, 2023 to Sep 25, 2024factForm ADV
← MCGOEY, JENNIFER, FIONAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 31, 2023 to Sep 25, 2024factForm ADV
← MINERS, DEREK, PAULOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
May 12, 2023 to Sep 25, 2024factForm ADV
← KUCHINSKY, MATTHEW, IANOwnerGENERAL COUNSEL, ownership code NA, individual
May 12, 2023 to Sep 25, 2024factForm ADV
← DAWSON PARTNERS HOLDCO INC.OwnerSHAREHOLDER, ownership code E, foreign entity
Jul 11, 2024 to Sep 25, 2024factForm ADV
← KLUANE WH HOLDINGS INC.OwnerSHAREHOLDER, ownership code E, foreign entity
Jan 31, 2023 to Sep 25, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Dawson Partners reported RAUM $22.1B, up 25% from $17.7B (2026-02-06 to 2026-03-31)
Form ADVobserved 4 days ago
$4.5B
Occurred
Mar 31, 2025
Regulatory AUM changed
Dawson Partners reported RAUM $18.4B, up 28% from $14.4B (2024-09-25 to 2025-03-31)
Form ADVobserved 4 days ago
$4.0B
Occurred
May 12, 2023
Control person left
Mary Leah Boyd (General Counsel & Partner) no longer on Schedule A of Dawson Partners (listed 2023-01-31, absent 2023-05-12)
Form ADVobserved 4 days ago
Occurred
May 12, 2023
Control person joined
Paul Derek Miners (Chief Operations Officer) appeared on Schedule A of Dawson Partners
Form ADVobserved 4 days ago
Occurred
May 12, 2023
Control person joined
Ian Matthew Kuchinsky (General Counsel) appeared on Schedule A of Dawson Partners
Form ADVobserved 4 days ago
Occurred
Jan 31, 2023
First Form ADV filing
Whitehorse Liquidity Partners Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1d88360-d7fe-320a-5a77-cc0f25f8e4ec
First observed: Jan 31, 2023
Last observed: Jun 9, 2026 3 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.

DAWSON PARTNERS

DAWSON PARTNERS INC., CRD 281728

TORONTO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d1d88360-d7fe-320a-5a77-cc0f25f8e4ec

Data as of Jun 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:05 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

DAWSON PORTFOLIO FINANCE 5 LP

Private Equity Fund

$6.0B

Sep 25, 2024

314

Mar 31, 2022

reported

021-415220

DAWSON PORTFOLIO FINANCE 4 LP

Private Equity Fund

$3.6B

Sep 25, 2024

159

Oct 28, 2020

reported

021-364237

DAWSON PORTFOLIO FINANCE 6 LP

Private Equity Fund

$1.6B

Sep 25, 2024

Mar 28, 2024

reported

021-494878

DAWSON PORTFOLIO FINANCE 3 LP

Private Equity Fund

$1.3B

Sep 25, 2024

Mar 30, 2020

reported

021-336295

DAWSON PORTFOLIO FINANCE 2 LP

Private Equity Fund

$597M

Sep 25, 2024

Mar 9, 2018

reported

021-305417

DAWSON GP FINANCE 1 LP

Private Equity Fund

$580M

Sep 25, 2024

Mar 30, 2021

reported

021-386916

DAWSON EQUITY 1 LP

Private Equity Fund

$352M

Sep 25, 2024

Mar 31, 2022

reported

021-419856

DAWSON (CO-INVEST) 5 LP

Private Equity Fund

$162M

Sep 25, 2024

Mar 31, 2022

reported

021-421572

DAWSON IDF 1 LP

Private Equity Fund

$105M

Sep 25, 2024

Mar 28, 2024

reported

021-484511

DAWSON PORTFOLIO FINANCE 1 LP

Private Equity Fund

$89.0M

Sep 25, 2024

Feb 10, 2016

reported

021-259023

DAWSON (CO-INVEST) 6 LP

Private Equity Fund

$50.4M

Sep 25, 2024

Mar 28, 2024

reported

021-494939

WHITEHORSE LIQUIDITY PARTNERS CAYMAN (C) I LP

Private Equity Fund

$1.2M

Mar 1, 2017

dropped

021-259023

DAWSON GP FINANCE 2 LP

Private Equity Fund

Sep 25, 2024

Mar 28, 2024

reported

021-505046

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOTHAMLEY, MARILIA

CHIEF FINANCIAL OFFICER

yes

02/2020

Jan 31, 2023

Sep 25, 2024

DAWSON PARTNERS HOLDCO INC.

Shareholder

yes

10/2021

Jul 11, 2024

Sep 25, 2024

KLUANE WH HOLDINGS INC.

Shareholder

yes

10/2021

Jan 31, 2023

Sep 25, 2024

KUCHINSKY, MATTHEW, IAN

GENERAL COUNSEL

yes

04/2023

May 12, 2023

Sep 25, 2024

MCGOEY, JENNIFER, FIONA

CHIEF COMPLIANCE OFFICER

yes

02/2022

Jan 31, 2023

Sep 25, 2024

MINERS, DEREK, PAUL

CHIEF OPERATIONS OFFICER

yes

04/2023

May 12, 2023

Sep 25, 2024

ROBARD, YANN, PHILIPPE

MANAGING PARTNER, SECRETARY AND SOLE DIRECTOR

yes

08/2015

Jan 31, 2023

Sep 25, 2024

ROBARD, YANN, PHILIPPE

MANAGING PARTNER, SECRETARY AND SOLE DIRECTOR

yes

08/2015

Jan 31, 2023

Sep 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DAWSON INTERNATIONAL (UK) LTD.

n/a

yes

n/a

DAWSON PARTNERS 5 GP INC.

n/a

yes

n/a

DAWSON PARTNERS 6 GP INC.

n/a

yes

n/a

DAWSON PARTNERS ASSOCIATES 1 GP LLC

n/a

yes

n/a

DAWSON PARTNERS ASSOCIATES 1 LP

n/a

yes

n/a

DAWSON PARTNERS ASSOCIATES 2 GP LLC

n/a

yes

n/a

DAWSON PARTNERS ASSOCIATES 3 GP LLC

n/a

yes

n/a

DAWSON PARTNERS ASSOCIATES 4 GP LLC

n/a

yes

n/a

DAWSON PARTNERS EQUITY 1 GP INC.

n/a

yes

n/a

DAWSON PARTNERS GP FINANCE 1 GP INC.

n/a

yes

n/a

DAWSON PARTNERS GP FINANCE 2 GP INC.

n/a

yes

n/a

DAWSON PARTNERS IDF 1 GP INC.

n/a

yes

n/a

DAWSON RATED FUND 5-R1 GP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$22B

231

n/a

2024

Mar 31, 2025

$18B

201

n/a

2023

Mar 28, 2024

$14B

156

$14B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$22B

$18B

20.2%

n/a

231

201