FOYSTON, GORDON & PAYNE INC.
Latest filing: Mar 31, 2025 (218 days ago)
AUM
$4,723,872,549
-4% change vs. 1 year ago
-4% change vs. 3 years ago
-16% change vs. 5 years ago
-58% change vs. 10 years ago
Employee Count
45
-4% change vs. 1 year ago
-17% change vs. 3 years ago
-13% change vs. 5 years ago
-10% change vs. 10 years ago
Main Office
TORONTO,
1 ADELAIDE STREET EAST, TORONTO, , CANADA, M5C 2V9
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.5 |
| Non-Discretionary | $1.2 |
| Total | $4.7 |
| Client | AUM |
|---|---|
| Retail | $0.6 |
| Pooled | $0.3 |
| Institutional | $3.8 |
| Total | $4.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 292 | $0.6 |
| Average HNW AUM | $2,115,788 | |
| Retail Total | 292 | $0.6 |
| Average Retail AUM | $2,115,788 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $4.5 |
| Retail SMA AUM | $0.6 |
| Institutional SMA AUM | $3.8 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 76% | $3.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 4% | $0.2 |
| IG Credit | 15% | $0.7 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.2 |
| Other | 0% | $0.0 |
| Total | 99% | $4.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| AMG FUNDS LLC | $19.0 | 153456 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| BERRY, JOHN, CHARLES | SENIOR VICE PRESIDENT, DIRECTOR |
| PILSWORTH, BRYAN, WILFRID | PRESIDENT AND CORPORATE SECRETARY, DIRECTOR |
| DOMSY, RYAN, JOHN | VICE PRESIDENT, EXECUTIVE COMMITTEE MEMBER |
| WOOLVERTON, KIMBERLEY, ANN | EXECUTIVE VICE PRESIDENT, EXECUTIVE COMMITTEE MEMBER |
| EAPEN, SUSAN | CHIEF COMPLIANCE OFFICER |
| VALLIPURAM, UMESH | DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $4.7 | $0.0 | 0% | 45 | 0 | 0% |
| 2025-04-21 | $4.7 | $0.0 | 0% | 45 | 0 | 0% |
| 2024-04-02 | $4.9 | -$0.2 | -4% | 47 | -2 | -4% |
| 2023-04-04 | $5.1 | -$0.4 | -7% | 47 | -2 | -4% |
| 2022-04-01 | $4.9 | -$0.2 | -4% | 54 | -9 | -17% |
| 2021-04-05 | $6.6 | -$1.9 | -29% | 56 | -11 | -20% |
| 2020-04-01 | $5.6 | -$0.9 | -16% | 52 | -7 | -13% |
| 2019-04-01 | $5.7 | -$1.0 | -17% | 53 | -8 | -15% |
| 2018-04-02 | $8.5 | -$3.8 | -45% | 52 | -7 | -13% |
| 2017-04-01 | $9.7 | -$4.9 | -51% | 51 | -6 | -12% |
| 2016-04-01 | $8.8 | -$4.1 | -47% | 50 | -5 | -10% |
| 2015-04-01 | $11.4 | -$6.6 | -58% | 50 | -5 | -10% |
| 2014-04-01 | $12.3 | -$7.6 | -62% | 50 | -5 | -10% |
| 2013-04-01 | $11.7 | -$7.0 | -60% | 46 | -1 | -2% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV