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. FINTRX classifies the firm as an investment bank rather than a capital allocator or traditional registered investment adviser. Ownership is recorded as a mix of a domestic entity and an individual. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser or a newly formed adviser. FINTRX also shows it does not operate as a pension consultant and is not recorded as a related adviser to another registered entity.
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 27
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
Similar firms
MGO Securities Corp.
Broker-DealerBeachwood, OH
Stratos Wealth Securities, LLC
Broker-DealerBeachwood, OH
Arbor Court Capital, LLC
Broker-DealerBroadview Heights, OH
SKA Securities, Inc.
Broker-DealerFairview Park, OH
Ultimus Fund Distributors, LLC
Broker-DealerCincinnati, OH
Investments For You, Inc.
Broker-DealerMarysville, OH