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| Keyboard |
| H M Payson & Co
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|---|---|
| CRD # | 2993 |
| SEC # | 801-3901 |
| CIK # | 0000928052 |
| AUM | 9,089.0 M (2026-03-31) |
| Employees | 34 (85% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 207-772-3761 |
| Address | One City Center, Ste 211 Portland, ME 04101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.5 | ||
| Broadcom Inc | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| Lam Research Corp | 0.4 | ||
| Nvidia Corp | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| ASML Holding NV | 0.2 | ||
| AbbVie Inc | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | HM Payson Private Markets LP | 2020-05-14 | 38.2 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,051 | 1.7 |
| (b) Individuals (high net worth individuals) | 910 | 5.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 71 | 0.2 |
| (h) Charitable organizations | 179 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 96 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 4,308 | 9.1 |
| By Discretionary | ||
| Discretionary | 4,155 | 8.6 |
| Non-Discretionary | 153 | 0.5 |
| Total | 4,308 | 9.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.1 | |
| Total | 4,308 | 9.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000928052] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.5B |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
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NY | 15.52 B |
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IL | 9,759.9 M |
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|
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|
MA | 4,305.1 M |
|
Abacus Wealth Partners LLC
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CA | 3,579.2 M |
|
Turtle Creek Wealth Advisors LLC
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TX | 2,757.9 M |