H. M. Payson & Co.
● SEC registered since 1966CRD 2993SEC# 801-3901Portland, ME
Ranks #919 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$9.09B
Fund GAV
$38.2M
Private funds
1
Employees
34
Accounts
4,308
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 $9.1 billion in regulatory assets under management and employs 34 people. H. M. Payson & Co. manages 1 private fund with combined gross assets of $38.2 million, including H.m. Payson Private Markets, LP. By regulatory assets, it ranks 919 of 6,004 private fund managers.
H. M. Payson & Co. private funds
1 funds · $38.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| H.m. Payson Private Markets, LP | Private Equity | $38.2M | $100K |
H. M. Payson & Co. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Michael Lay Control | Managing Director, Board Member | 10-25% | 2015 |
| David Reed Hines Control | Managing Director & Director Of Research | Under 5% | 2009 |
| Derek Richard Blackburn Control | Chief Compliance Officer, Managing Director | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does H. M. Payson & Co. manage?
H. M. Payson & Co. reports $9.1 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 $38.2 million.
How many employees does H. M. Payson & Co. have?
H. M. Payson & Co. reports 34 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
| Address | One City Center, Ste 211, Portland, ME 04101 |
| Phone | 207-772-3761 |
| Fax | 207-871-7508 |
| Office hours | 8:30a.m. To 4:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 928052 |
| Discloses disciplinary history | No |
Regulatory AUM
$9.09B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
AUM vs fund managersTop 15%
Larger than 85% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$9.09Bregulatory AUM
Discretionary $8.57BNon-discretionary $516.3M