H.M. PAYSON

Latest filing: Mar 29, 2024 (385 days ago)
View on IAPD
Adviser Website

AUM

$6,955,171,652
0% change vs. 1 year ago
3% change vs. 3 years ago
91% change vs. 5 years ago
185% change vs. 10 years ago

Employee Count

33
0% change vs. 1 year ago
3% change vs. 3 years ago
22% change vs. 5 years ago
57% change vs. 10 years ago

Main Office

PORTLAND, ME
ONE PORTLAND SQUARE, 5TH FLOOR, PORTLAND, ME, UNITED STATES, 04101

Client AUM

Discretion AUM
Discretionary $6.5
Non-Discretionary $0.5
Total $7.0
Client AUM
Retail $5.4
Pooled $0.2
Institutional $1.3
Total $7.0
Retail Accounts AUM
Individual 2,905 $1.7
Average Individual AUM $575,029
HNW 710 $3.8
Average HNW AUM $5,301,324
Retail Total 3,615 $5.4
Average Retail AUM $1,503,292

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $6.7
Retail SMA AUM $5.4
Institutional SMA AUM $1.3
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 2% $0.1
Other 98% $6.6
Total 100% $6.7

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

10 active

Name Title
ROBBINS, PETER, ELIOT MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER & BOARD MEMBER
PIERCE, THOMAS, MADIGAN MANAGING DIRECTOR
CURRIE, MICHAEL, ROBERT MANAGING DIRECTOR, PRESIDENT & BOARD MEMBER
WEICKERT, WILLIAM, NELSON MANAGING DIRECTOR
BELIVEAU, JOHN, SEVERIN MANAGING DIRECTOR, BOARD MEMBER
HARRIS, JOEL SHOREY MANAGING DIRECTOR
HINES, DAVID, REED MANAGING DIRECTOR & DIRECTOR OF RESEARCH
LAY, DANIEL, MICHAEL MANAGING DIRECTOR, BOARD MEMBER
BLACKBURN, DEREK, RICHARD CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR
REINFRIED, MARGARET, C MANAGING DIRECTOR, BOARD MEMBER

ADVDB.CO • SOURCE: SEC

Representatives

16 active representatives found

Name City State Exams Designations
JAMES FLOWER PORTLAND ME S66|2003-07-18
MARGARET REINFRIED PORTLAND ME CERTIFIED FINANCIAL PLANNER
DAVID HINES PORTLAND ME CHARTERED FINANCIAL ANALYST
MICHAEL CURRIE PORTLAND ME S66|1997-09-03
TIMOTHY GRIFFIN PORTLAND ME S65|2012-05-21
JOHN BELIVEAU PORTLAND ME S63|1999-03-05|S65|1995-12-20 CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST
MARION BARROW PORTLAND ME CERTIFIED FINANCIAL PLANNER
SHAWNEE SAX PORTLAND ME S63|1996-10-11|S65|2002-11-11
DANIEL LAY PORTLAND ME S65|2007-03-23
ROBERT DAVIS PORTLAND ME CERTIFIED FINANCIAL PLANNER
PETER ROBBINS PORTLAND ME S63|1990-11-05 CHARTERED FINANCIAL ANALYST
KENT WHITAKER PORTLAND ME S63|1999-10-12|S66|2002-12-04
WILLIAM WEICKERT PORTLAND ME S63|1982-09-03 CHARTERED FINANCIAL ANALYST
JOEL HARRIS PORTLAND ME S63|1982-03-23 CHARTERED FINANCIAL ANALYST
JOHN WALKER PORTLAND ME S63|1992-01-22
THOMAS PIERCE PORTLAND ME S63|1992-04-28

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-03-06 $7.0 $0.0 0% 33 0 0%
2024-04-02 $7.0 $0.0 0% 33 0 0%
2023-04-04 $6.2 $0.8 12% 32 1 3%
2022-04-01 $6.8 $0.2 3% 32 1 3%
2021-04-05 $5.2 $1.8 34% 27 6 22%
2020-04-01 $3.6 $3.3 91% 27 6 22%
2019-04-01 $3.6 $3.3 91% 27 6 22%
2018-04-02 $3.6 $3.4 94% 26 7 27%
2017-04-01 $2.9 $4.1 140% 25 8 32%
2016-04-01 $2.7 $4.3 161% 23 10 43%
2015-04-01 $2.4 $4.5 185% 21 12 57%
2014-04-01 $2.2 $4.7 214% 21 12 57%
2013-04-01 $1.7 $5.2 306% 24 9 38%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
ME, AK-03/29/2023, AZ-04/08/2011, CA-04/08/2011, CO-04/08/2011, CT-04/08/2011, DC-04/08/2011, FL-11/10/1997, GA-04/08/2011, HI-03/29/2023, IL-03/28/2012, IN-03/27/2024, MA-04/13/2011, MD-04/08/2011, ME-01/01/1998, NC-04/08/2011, NE-03/26/2012, NH-06/15/1989, NJ-06/01/2011, NM-03/27/2024, NV-03/27/2024, NY-04/08/2011, OH-03/29/2023, OR-03/27/2024, PA-04/08/2011, SC-03/27/2024, TN-03/26/2012, TX-04/08/2011, VA-04/08/2011, VT-12/02/1994, WA-03/29/2023, WI-03/27/2024
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
NEWSLETTERS
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES
TRUST COMPANY

ADVDB.CO • SOURCE: SEC FORM ADV