Edman Global Investment Management LLC

Overview

Edman Global Investment Management LLC is a small, owner-operated investment adviser that manages discretionary portfolios for individuals and small businesses. The firm charges a percentage-of-assets fee (and may use other fee arrangements) and focuses on customized portfolio management rather than institutional or pension consulting. It does not position itself as an active ESG investor and is not set up as a multi-state advisory platform; its business is concentrated and client-focused. Investment activity centers on traditional pooled vehicles and separately managed approaches, with a notable allocation to non-standard or uncategorized holdings (reported as “Other”). The firm supplements core exposures with third‑party alternatives—specifically real estate allocations—and relies on mutual funds for open‑market equity and fixed income exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices