Edge Principal Advisors, LLC (New York)

Edge Principal Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Edge Principal Advisors: assets under management

The assets under management (AUM) of Edge Principal Advisors, LLC is $1.31 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 192% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.31 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.72 million each.

Edge Principal Advisors has custody of $1.31 billion in cash and securities for 11 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Edge Principal Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Edge Principal Advisors serves?

The only and largest group of clients of Edge Principal Advisors is pooled investment vehicles with 11 clients and $1.31 billion of assets under management. Among the 11 most similar advisory firms, Edge Principal Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.31 billion for 11 clients. None of the firm’s clients are foreign persons or businesses.

Edge Principal Advisors also advises several private funds. Namely, ten real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.

Careers at Edge Principal Advisors, LLC

The company employs 17 people that are either part- or full-time employees. 82 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 6 indirect owners.

Based in New York

The principal office where Edge Principal Advisors, LLC performs its advisory services is located at 1700 Broadway, New York, NY 10019 5905, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-547-4380 or by fax 212-547-4390. The normal business hours are 9 am - 6 pm on Monday - Friday. You can find more information about the New York firm at edgepe.com.

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