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H. M. Payson & Co.

● SEC registered since 1966CRD 2993SEC# 801-3901Portland, ME
Export (members)
Ranks #760 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$8.13B
Fund GAV
$29.1M
Private funds
1
Employees
36
Accounts
4,190
Location
Portland, ME

H. M. Payson & Co. assets under management

H. M. Payson & Co. is an investment advisory firm registered with the SEC based in Portland, ME. The firm has been registered since 1966. It reports $8.1 billion in regulatory assets under management and employs 36 people. H. M. Payson & Co. manages 1 private fund with combined gross assets of $29.1 million, including H.m. Payson Private Markets, LP. By regulatory assets, it ranks 760 of 5,911 private fund managers.

H. M. Payson & Co. private funds

1 funds · $29.1M GAV
FundTypeGross assetsMin.
H.m. Payson Private Markets, LPPrivate Equity$29.1M$100K

H. M. Payson & Co. owners & executives

10 reported
NameTitleOwnershipSince
Daniel Michael Lay ControlManaging Director, Board Member10-25%2015
David Reed Hines ControlManaging Director & Director Of ResearchUnder 5%2009
Derek Richard Blackburn ControlChief Compliance Officer, Managing DirectorUnder 5%2015
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Frequently asked questions

How much does H. M. Payson & Co. manage?

H. M. Payson & Co. reports $8.1 billion in regulatory assets under management on its Form ADV.

How many private funds does H. M. Payson & Co. manage?

H. M. Payson & Co. manages 1 private funds with combined gross assets of $29.1 million.

How many employees does H. M. Payson & Co. have?

H. M. Payson & Co. reports 36 employees.

Where is H. M. Payson & Co. located?

H. M. Payson & Co. is based in Portland, ME and has been SEC-registered since 1966.

Does H. M. Payson & Co. disclose fund performance?

H. M. Payson & Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Portland Square, 5th Floor, Portland, ME 04101
Phone207-772-3761
Fax207-871-7508
Office hours8:30a.m. To 4:30p.m.
SEC regionBoston Regional Office (BRO)
CIK928052
Discloses disciplinary historyNo

Assets under management

Discretionary$7.64B
Non-discretionary$485M
Total (RAUM)$8.13B

Service providers