Edge Principal Advisors, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$93.9M
Accounts
12
Employees
11
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
158273
Registered since
March 30, 2012
Website
edgepe.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Edge Principal Advisors, LLC is an SEC-registered limited liability company formed in 2012 that operates as a real estate fund manager focused on pooled investment vehicles for institutional clients. The firm serves primarily as sponsor/GP and managing member of its funds and lists roles consistent with being an investment adviser, a CPO/CTA and a sponsor of pooled vehicles. Ownership is reported as involving both a domestic entity and an individual. Edge charges a combination of percentage-of-AUM fees and performance-based fees, and self-identifies as an active ESG investor.

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

Owners & executives

2 of 2
  • Darpan Kapadia

    Darpan Kapadia

    Chief Operating OfficerCRD 4263051

  • Jeffrey Wade

    Jeffrey Wade

    Chief Compliance OfficerCRD 3137712

Contacts

3 of 5
  • Jennifer Neill

    Senior Vice PresidentCRD 4298538

  • Sarina Yung

    Managing DirectorCRD 5816596

  • Evan Mallah

    Evan Mallah

    PrincipalCRD 6029487

Unlock 2 more contacts

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
1700 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth