EDGE FOCUS CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 309884
- Registered since
- September 2, 2020
- Website
- www.edgefocuspartners.com
- Custodians
- BANK OF AMERICA, INSPIRA FINANCIAL
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other Investment Advisers75.86%
- Pooled Investment Vehicles24.14%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Edge Focus Capital Management, LLC is a boutique asset manager organized as a limited liability company and registered with the SEC in 2020. The firm positions itself as a multifaceted fund manager that runs hedge fund and private equity vehicles and serves primarily institutional clients. Its business model centers on pooled investment vehicles: it acts as a sponsor, general partner and managing member for those vehicles and is registered as a CPO/CTA, which allows it to operate commodity pools or provide commodity trading advice alongside traditional portfolio management. Fee arrangements combine asset-based charges with performance fees, reflecting an active, results-oriented compensation model. Edge Focus is not characterized as an ESG investor and does not operate as a multi-state adviser. Advisory activity is focused on portfolio management for pooled investment vehicles and for businesses or institutions rather than retail individual households. The firm is not set up as a capital allocator to third-party balance-sheet strategies but runs its own funds and related pooled structures.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 4ELLIOTT LORENZ
Chief Executive OfficerCRD 5789434
Frank Jones
Chief Technology OfficerCRD 7281581
JEFF ANDREWS
Chief Revenue OfficerCRD 4397950
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1185 Avenue of the Americas
- Time zone
- ET (UTC-5)
- Office locations
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