Edgemont Capital Partners, L.P.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
40
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
122572
Registered since
January 13, 2003

Firm profile

FINTRX

Overview

Edgemont Capital Partners, L.P. is organized as a partnership and is categorized in the source data as an investment bank. Ownership is listed as a combination of a domestic entity and individual owners. Beyond those structural data points, the firm has provided very limited public-facing detail about its services, client mix, fee schedules, or specific advisory activities. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also indicated as not operating as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser to another registered firm. Those negative designations suggest a narrow set of reported activities in the available dataset rather than an expansive advisory footprint.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Ivan

    John Ivan

    Chief Compliance OfficerCRD 1292150

Contacts

3 of 39
  • George Way

    George Way

    Controller & FINOPCRD 4609124

  • David Blume

    David Blume

    Co-Founder and Managing DirectorCRD 1705458

  • Jeffrey Swearingen

    Jeffrey Swearingen

    Co-Founder and Managing Director at Arcadia FundsCRD 4588895

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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
787 7th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth