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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Reliance Trust Company · State Street · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Summit vertexCatalyst atlas
- Established Date
- 01-15-1966
- Office Locations
- 1
Office Locations
About H. M. Payson & Co.
H.M. Payson & Co. is an independent Portland, Maine investment advisor founded in 1854, serving individuals and families alongside institutional and municipal clients. The firm assembles tailored teams and provides investment management and wealth/financial planning, including estate and charitable strategies. Its approach emphasizes active management and asset allocation across public markets and select alternatives, with ESG/SRI options. Custody commonly via Schwab or Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN SEVERIN BELIVEAU
Managing Director
- CRD
- #2044870
- Ownership
- 10% but less than 25%
MICHAEL ROBERT CURRIE
Managing Director, President
- CRD
- #2880899
- Ownership
- 10% but less than 25%
Vital capital
Glacier alpha
- CRD
- #73895
- Ownership
- 9.4%
Showing 2 of 10 owners & executives
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ROBERT MCINTIRE DAVIS
DIRECTOR, Owner, Portfolio Manager, Vice President
- CRD
- #6254486
JAMES OLVER FLOWER
Portfolio Manager
- CRD
- #3129412
Foundation meridian
Signal delta
- CRD
- #69840
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,572,706,365 | $2,063,227 |
| Non-Discretionary | $516,333,566 | $3,374,729 |
| Total | $9,089,039,931 | $2,109,805 |
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Separately Managed Accounts
Total SMA Asset: $8,767,826,832
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $468,522,247 | 30.7% |
| Cash | $1,057,608,852 | 69.3% |
| Total | $1,526,131,099 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION PIONEER | HORIZON EMBER | VDAIFZETW | UGWMG | 12.39% | $1,524,897 |
| MERIDIAN HARBOR | FRONTIER MATRIX | N3SJU9I5V | XMF | 8.46% | $44,724,483 |
| HARBOR VALUE | TIMBER OPTIMA | 0KLRRE8RB | INBBI | 12.00% | $98,513,974 |
| RADIAL QUANTUM | EMBER EAGLE | LPVZDXV3Q | GPQI | 0.62% | $61,583,892 |
| FOCUS OAK | GLACIER DELTA | MGBIINF8R | VCTLU | 7.60% | $98,056,034 |
| PIONEER RADIAL | ATLAS ALPHA | R27AHWOY4 | VHRK | 1.08% | $14,934,321 |
| SIGNAL FOCUS MATRIX | FOCUS MATRIX | KIBNSOGZO | CFQD | 3.81% | $7,201,230 |
| DELTA MERIDIAN | BEACON PIONEER | Q360S1O4P | JUPUZ | 12.30% | $6,477,697 |