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 has been SEC-registered since 2007. The firm is classified in the data set as an investment bank and is identified as having a domestic entity/individual ownership structure. Public disclosures provided for this profile do not include stated business lines, advisory activities, client segments, or a fee schedule. The firm is not flagged in the source as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Beyond its registration status and organizational form, the available records offer only limited operational detail.
Assets & Accounts
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 24
Audley Mackel
Registered RepresentativeCRD 6879712
Paul Schneir
Registered RepresentativeCRD 1960399

Charles Aquino
Managing DirectorCRD 3278740
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
- 2000 Auburn Dr
- Time zone
- ET (UTC-5)
- Office locations
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