H. M. PAYSON & CO.
Legal name: H.M. PAYSON
CRD #2993 SEC #801-3901 PORTLAND, ME 207-772-3761
SEC Registered Private Funds
Total AUM
$8.1B
Discretionary
$7.6B
Employees
36
Clients
51
Accounts
4,190
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $8.1B | $7.6B | $485M | 36 | 0 |
| Mar 2024 | $7B | $6.5B | $474.8M | 33 | 0 |
| Mar 2024 | $7B | $6.5B | $474.8M | 33 | 0 |
| Mar 2023 | $6.2B | $5.7B | $450.9M | 32 | 0 |
| Mar 2022 | $6.8B | $6.2B | $518M | 32 | 0 |
| Nov 2021 | $5.2B | $4.8B | $424.5M | 27 | 0 |
| Apr 2021 | $5.2B | $4.8B | $424.5M | 27 | 0 |
| Jun 2020 | $4.6B | $4.1B | $455.6M | 27 | 0 |
| May 2020 | $4.6B | $4.1B | $455.6M | 27 | 0 |
| Jun 2019 | $3.6B | $3.2B | $398.9M | 27 | 0 |
| Mar 2019 | $3.6B | $3.2B | $398.9M | 27 | 0 |
| Oct 2018 | $3.6B | $3.1B | $471.7M | 26 | 0 |
| Jun 2018 | $3.6B | $3.1B | $471.7M | 26 | 0 |
| Mar 2018 | $3.6B | $3.1B | $471.7M | 26 | 0 |
| Mar 2017 | $2.9B | $2.4B | $466M | 25 | 1,300 |
| Mar 2016 | $2.7B | $2.4B | $287.5M | 23 | 1,200 |
| Nov 2015 | $2.4B | $2.1B | $362.7M | 21 | 1,200 |
| Sep 2015 | $2.4B | $2.1B | $362.7M | 21 | 1,200 |
| Mar 2015 | $2.4B | $2.1B | $362.7M | 21 | 1,200 |
| Jan 2015 | $2.2B | $1.8B | $372.8M | 21 | 1,200 |
| Mar 2014 | $2.2B | $1.8B | $372.8M | 21 | 1,200 |
| Oct 2013 | $1.9B | $1.5B | $361.3M | 23 | 1,300 |
| Oct 2013 | $1.9B | $1.5B | $361.3M | 23 | 1,300 |
| Sep 2013 | $1.9B | $1.5B | $361.3M | 23 | 1,300 |
| May 2013 | $1.9B | $1.5B | $361.3M | 23 | 1,300 |
| Apr 2013 | $1.9B | $1.5B | $361.3M | 23 | 1,300 |
| Apr 2012 | $1.7B | $1.6B | $111.4M | 11 | 1,300 |
| Mar 2012 | $1.7B | $1.6B | $111.4M | 11 | 1,300 |
| Apr 2011 | $1.7B | $1.6B | $120M | -- | -- |
| Apr 2011 | $1.7B | $1.6B | $120M | -- | -- |
| Mar 2011 | $1.7B | $1.6B | $116.8M | -- | -- |
| Mar 2010 | $1.5B | $1.4B | $110M | -- | -- |
| Jul 2009 | $1.2B | $1.1B | $91.1M | -- | -- |
| Jul 2004 | $1.3B | $1.1B | $135.4M | -- | -- |
| Mar 2004 | $1.2B | $1.1B | $126.7M | -- | -- |
| Jul 2001 | $1.2B | $1.1B | $154.9M | -- | -- |
DateMar 2025
Total AUM$8.1B
Discretionary$7.6B
Non-Disc.$485M
Employees36
Clients0
DateMar 2024
Total AUM$7B
Discretionary$6.5B
Non-Disc.$474.8M
Employees33
Clients0
DateMar 2024
Total AUM$7B
Discretionary$6.5B
Non-Disc.$474.8M
Employees33
Clients0
DateMar 2023
Total AUM$6.2B
Discretionary$5.7B
Non-Disc.$450.9M
Employees32
Clients0
DateMar 2022
Total AUM$6.8B
Discretionary$6.2B
Non-Disc.$518M
Employees32
Clients0
DateNov 2021
Total AUM$5.2B
Discretionary$4.8B
Non-Disc.$424.5M
Employees27
Clients0
DateApr 2021
Total AUM$5.2B
Discretionary$4.8B
Non-Disc.$424.5M
Employees27
Clients0
DateJun 2020
Total AUM$4.6B
Discretionary$4.1B
Non-Disc.$455.6M
Employees27
Clients0
DateMay 2020
Total AUM$4.6B
Discretionary$4.1B
Non-Disc.$455.6M
Employees27
Clients0
DateJun 2019
Total AUM$3.6B
Discretionary$3.2B
Non-Disc.$398.9M
Employees27
Clients0
DateMar 2019
Total AUM$3.6B
Discretionary$3.2B
Non-Disc.$398.9M
Employees27
Clients0
DateOct 2018
Total AUM$3.6B
Discretionary$3.1B
Non-Disc.$471.7M
Employees26
Clients0
DateJun 2018
Total AUM$3.6B
Discretionary$3.1B
Non-Disc.$471.7M
Employees26
Clients0
DateMar 2018
Total AUM$3.6B
Discretionary$3.1B
Non-Disc.$471.7M
Employees26
Clients0
DateMar 2017
Total AUM$2.9B
Discretionary$2.4B
Non-Disc.$466M
Employees25
Clients1,300
DateMar 2016
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$287.5M
Employees23
Clients1,200
DateNov 2015
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$362.7M
Employees21
Clients1,200
DateSep 2015
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$362.7M
Employees21
Clients1,200
DateMar 2015
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$362.7M
Employees21
Clients1,200
DateJan 2015
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$372.8M
Employees21
Clients1,200
DateMar 2014
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$372.8M
Employees21
Clients1,200
DateOct 2013
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$361.3M
Employees23
Clients1,300
DateOct 2013
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$361.3M
Employees23
Clients1,300
DateSep 2013
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$361.3M
Employees23
Clients1,300
DateMay 2013
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$361.3M
Employees23
Clients1,300
DateApr 2013
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$361.3M
Employees23
Clients1,300
DateApr 2012
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$111.4M
Employees11
Clients1,300
DateMar 2012
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$111.4M
Employees11
Clients1,300
DateApr 2011
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$120M
Employees--
Clients--
DateApr 2011
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$120M
Employees--
Clients--
DateMar 2011
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$116.8M
Employees--
Clients--
DateMar 2010
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$110M
Employees--
Clients--
DateJul 2009
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$91.1M
Employees--
Clients--
DateJul 2004
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$135.4M
Employees--
Clients--
DateMar 2004
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$126.7M
Employees--
Clients--
DateJul 2001
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$154.9M
Employees--
Clients--