H. M. Payson & Co.
● SEC registered since 1966CRD 2993SEC# 801-3901Portland, ME
Ranks #920 of 6,030 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 920 of 6,030 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 |
| Joel Shorey Harris Control | Managing Director | Under 5% | 2008 |
| John Severin Beliveau Control | Managing Director, Board Member | 10-25% | 2015 |
| Margaret C Reinfried Control | Managing Director, Board Member | Under 5% | 2021 |
| Michael Robert Currie Control | Managing Director, President & Board Member | 10-25% | 1998 |
| Peter Eliot Robbins Control | Managing Director, Chief Executive Officer, Chief Investment Officer & Board Member | 10-25% | 1993 |
| Thomas Madigan Pierce Control | Managing Director | 10-25% | 2015 |
| William Nelson Weickert Control | Managing Director | 5-10% | 2000 |
Frequently 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, monthlyJul '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,306 advisers
AUM vs fund managersTop 15%
Larger than 85% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 16%
More than 84% of 16,824 advisers
Assets under management
$9.09Bregulatory AUM
Discretionary $8.57BNon-discretionary $516.3M