HP
H.M. PAYSON
SEC RegisteredPORTLAND, MEhttps://hmpayson.com207-772-3761
Assets Under Management
$5B–$25B
Employees
34
Office Locations
3 offices
Total Accounts
4308
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsInsurance Companies
Services
Private funds / alternatives
Private Equity
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,051 | $1.7B |
| High Net Worth Individuals | 910 | $5.3B |
| Charitable Organizations | 71 | $229M |
| State/Municipal Entities | 179 | — |
0 total clients reported on Form ADV.
Leadership
Peter Eliot Robbins
MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER & BOARD MEMBER
Thomas Madigan Pierce
MANAGING DIRECTOR & CHAIRMAN OF THE BOARD
Michael Robert Currie
MANAGING DIRECTOR, PRESIDENT & BOARD MEMBER
William Nelson Weickert
MANAGING DIRECTOR
John Severin Beliveau
MANAGING DIRECTOR, BOARD MEMBER
Joel Shorey Harris
MANAGING DIRECTOR
David Reed Hines
MANAGING DIRECTOR & DIRECTOR OF RESEARCH
Daniel Michael Lay
MANAGING DIRECTOR, BOARD MEMBER
Derek Richard Blackburn
CHIEF COMPLIANCE OFFICER
Office locations
3 offices in 1 state
ME
PORTLANDHQ
ME
BRUNSWICK
ME
DAMARISCOTTA
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#2993
SEC Number
801-3901
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
hmpayson.comPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. H.M. PAYSON has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.