Edge Focus Capital Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$451M

Discretionary

$51.1M

11% of AUM

Avg account

$90.3M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Edge Focus Capital Management, LLC is an SEC-registered investment manager (registered in 2020) organized as an LLC that serves institutional clients. The firm operates across hedge fund and private equity strategies and functions as a sponsor/GP and manager of pooled investment vehicles. It also operates in a commodity pool operator/commodity trading advisor (CPO/CTA) capacity. Advisory services focus on portfolio management for pooled vehicles and for businesses or institutional investors. Compensation includes both a percentage-of-AUM fee and performance-based fees. The firm does not market itself as an active ESG investor and is not registered as a multi-state adviser.