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 is SEC-registered since 2007. Public filings classify the firm as an investment bank and identify its ownership as a mix of a domestic entity and an individual. The firm does not report itself as a capital allocator. Available firm attributes indicate it does not position itself as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. Several typical advisory fields (client base, fee structure, business and advisory activities) were not supplied in the source material.
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
Charles Aquino
Managing DirectorCRD 3278740

Bray Ridenour
Managing DirectorCRD 4191937
John Herubin
Managing DirectorCRD 4343060
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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