Investment adviser · CRD 2993

H.M. PAYSON

Investment adviser filing (IA)

H. M. PAYSON & CO.

PORTLAND, ME, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $9.09B
Client accounts: 4,308
Employees: 34
Advisory professionals: 29

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	910	$5,305,894,856	58.4%
Individuals	3,051	$1,736,515,096	19.1%
Corporations & businesses	96	$795,098,250	8.7%
Charities	179	$701,521,976	7.7%
Investment companies	1	$321,213,099	3.5%
Retirement plans	71	$228,796,654	2.5%

Filing source

Form ADV 2083491 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

H.M. PAYSON PRIVATE MARKETS, LPPrivate Equity Fund · Last reported Mar 31, 2026$38.2MGross asset value

Fund administrator ATLANTIC FUND ADMINISTRATION, LLC PORTLAND, Maine, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHEN & CO TOWSON, Maryland, United States

Custodian MUFG UNION BANK, NA SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHEN & CO
PCAOB 925

MUFG UNION BANK, NA
LEI BANK

Fund details & source

Fund ID: 805-8017285046
Reported beneficial owners: 62
Minimum commitment: $100K

Form ADV 2083491 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

ONE CITY CENTER, STE 211
PORTLAND, ME, 04101, United States

CRD 2993

Filing source

Form ADV 2083491 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.