Edgemont Capital Partners, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 122572
- Registered since
- January 13, 2003
- Website
- www.edgemont.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
John Ivan
Chief Compliance OfficerCRD 1292150
Contacts
3 of 39
George Way
Controller & FINOPCRD 4609124

David Blume
Co-Founder and Managing DirectorCRD 1705458

Jeffrey Swearingen
Co-Founder and Managing Director at Arcadia FundsCRD 4588895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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