EDGE FOCUS CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2020
Total AUM
$451M
Discretionary
$51.1M
11% of AUM
Avg account
$90.3M
Accounts
5
Employees
22
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
309884
Registered since
September 2, 2020
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • ELLIOTT LORENZ

    Chief Executive OfficerCRD 5789434

  • Frank Jones

    Chief Technology OfficerCRD 7281581

  • JEFF ANDREWS

    Chief Revenue OfficerCRD 4397950

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth