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EdgePoint Investment Group Inc
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CRD # | 312152 |
SEC # | 801-120180 |
CIK # | 0001481669 |
AUM | $26.2 BB (2024-06-26) |
Employees | 26 (38% Investors, 0% Brokers) |
Phone | 866-757-7207 |
Address | 150 Bloor Street West Toronto Ontario, Canada |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
BERY | 7.3 | 0.9 | |
NSC | 54.0 | 0.8 | |
QSR | 15.2 | 0.8 | |
DLTR | 34.5 | 0.7 | |
ELV | 114.1 | 0.7 | |
MAT | 8.2 | 0.7 | |
RBA | 6.9 | 0.6 | |
LECO | 7.3 | 0.5 | |
BN | 0.5 | ||
QCOM | 147.4 | 0.4 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 9 | 22.6 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 1 | 0.0 |
(j) Other investment advisers | 2 | 1.6 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 1 | 0.4 |
(m) Corporations or other businesses not listed above | 5 | 1.5 |
(n) Other | 0 | 0.0 |
Total | 17 | 26.2 |
By Discretionary | ||
Discretionary | 17 | 26.2 |
Non-Discretionary | 0 | 0.0 |
Total | 17 | 26.2 |
By Non-United States Persons | ||
Non-United States Persons | 26.2 | |
United States Persons | 0.0 | |
Total | 17 | 26.2 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001481669] | |
SC 13D | [0001481669] | |
SC 13G | [0001481669] |
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