Edgepoint Capital Advisors LLC
Firm details
- Headquarters
- Beachwood, Ohio
- CRD number
- 143695
- Registered since
- October 8, 2007
- Website
- www.edgepoint.com
Firm profile
FINTRXOverview
Edgepoint Capital Advisors LLC is organized as a limited liability company and was first registered with the SEC in 2007. The firm is classified in the snapshot as an investment bank and is owned by a combination of a domestic entity and an individual. The profile indicates the firm is not a capital allocator and is not active on ESG matters; it is also not designated as a multi-state adviser, not newly formed, and not a pension consultant. The supplied profile contains only basic structural details and does not include a breakdown of client segments, fee schedules, or specific advisory services. That limits visibility into the firm’s target clientele or how it positions its advisory or investment capabilities.
Assets & Accounts
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
Contacts
3 of 25
Ryan Horstman
Investment Banking AnalystCRD 8287912

Audley Mackel
Registered RepresentativeCRD 6879712
Paul Schneir
Registered RepresentativeCRD 1960399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beachwood, OH
Cuyahoga
Location
Beachwood, OH
Headquartered in Beachwood, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 3201 Enterprise Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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