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 registered as a limited liability company and shows SEC registration dating to 2007. The firm is classified in the source data as an investment bank and is owned at the domestic/individual level. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.
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 24AUDLEY 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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