EDGE PRINCIPAL ADVISORS, LLC

other names
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Adviser Profile
As of Date 04/24/2024
Adviser Type - Large advisory firm
Number of Employees 14 -26.32%
of those in investment advisory functions 13 -23.53%
Registration SEC, Approved, 03/30/2012
AUM* 1,404,306,159 -4.43%
of that, discretionary 1,404,306,159 -4.43%
Private Fund GAV* 1,376,048,619 -3.69%
Avg Account Size 108,023,551 -4.43%
SMA’s No
Private Funds 12 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 1B 1B 845M 634M 423M 211M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count12 GAV$1,376,048,619

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