IP EDGE LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
321011

Firm profile

FINTRX

Overview

IP Edge LLC operates as a limited liability company and is primarily focused on investment activities. The firm has not publicly disclosed specific details about its fee structure or client base, nor is it classified under a specific advisory category. IP Edge LLC does not engage in capital allocation and is not recognized as an active ESG investor. The firm has affiliations with a law firm, indicating a potential focus on legal aspects in its investment strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Sanjay Pant

    Managing Member And Chief Compliance OfficerCRD 7554312

Contacts

2 of 2
  • LILLIAN WOUNG

    Managing MemberCRD 4584676

  • Gautham Bodepudi

    Managing MemberCRD 7554318

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
5300 N Braeswood Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth