EDGEMONT CAPITAL PARTNERS, L.P.

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
34
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 recorded as a partnership organized as an investment bank and has been SEC-registered since 2003. Ownership is listed as a mix of a domestic entity and an individual. The FINTRX profile classifies the firm as neither a capital allocator nor an active ESG investor. The dataset does not include details on the firm's fee schedule, specific advisory services, or stated business activities. Additional flags in the record indicate the adviser is not multi-state, not newly formed, not a pension consultant, and not flagged as a related adviser.

Assets & Accounts

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

    Chief Compliance OfficerCRD 1292150

Contacts

3 of 33
  • DANIEL NICHOLSON

    Managing DirectorCRD 5909323

  • PATRICK BRADLEY

    Managing DirectorCRD 6364782

  • Omar Champsi

    Vice PresidentCRD 6956727

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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