HM Payson & Co is a fund manager in Portland with $6.75 bn assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Industry
Former names
H M Payson & Co
SEC CIK
IRS number
10420707
SEC advisor number
801-3901
FINRA CRD number
2993
AUM ?
$6.75 bn
(as of 31 Mar 22)
Accounts
3,376
(as of 31 Mar 22)
Employees
32
(28 investment advisory or research)
Address
HM Payson & Co
ONE PORTLAND SQUARE
5TH FLOOR
PORTLAND
ME 04101
ONE PORTLAND SQUARE
5TH FLOOR
PORTLAND
ME 04101
Office hours
Monday - Friday, 8:30AM TO 4:30PM
Phone
2077723761
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Robbins, Peter, Eliot | Managing Director, Chief Executive Officer, Chief Investment Officer & Board Member | 07/1993 | 10-25% |
Beliveau, John, Severin | Managing Director, Board Member | 01/2015 | 10-25% |
Pierce, Thomas, Madigan | Managing Director | 01/2015 | 10-25% |
Currie, Michael, Robert | Managing Director, President & Board Member | 04/1998 | 10-25% |
Weickert, William, Nelson | Managing Director | 01/2000 | 5-10% |
Harris, Joel Shorey | Managing Director | 01/2008 | < 5% |
Hines, David, Reed | Managing Director & Director of Research | 06/2009 | < 5% |
Lay, Daniel, Michael | Managing Director, Board Member | 01/2015 | 10-25% |
Blackburn, Derek, Richard | Chief Compliance Officer, Managing Director | 09/2015 | < 5% |
Reinfried, Margaret, C | Managing Director, Board Member | 11/2021 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
H.M. Payson | $6.75 bn | |
H.M. Payson Private Markets, LP | $14.60 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
20 Jun 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22