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DAWSON PARTNERS

TORONTO, Canada · CRD 281728 · IAPD ↗ · 647-925-1284

$22.14BRegulatory AUM
59Advisory reps
231Employees
0Clients
n/aPlanning clients
15Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

35
April 2026 — DAWSON PARTNERS reported RAUM up 25% ($17.67B -> $22.14B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
March 2026 — DAWSON PARTNERS shrank from 80 to 58 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
25
April 2025 — DAWSON PARTNERS added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
35
April 2025 — DAWSON PARTNERS reported RAUM up 28% ($14.43B -> $18.42B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — DAWSON PARTNERS grew from 39 to 80 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
August 2024 — WHITEHORSE LIQUIDITY PARTNERS INC. is now doing business as DAWSON PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.