EDGE PARTNERS CAPITAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
330669
Registered since
September 12, 2024

Firm profile

FINTRX

Overview

Edge Partners Capital LLC is an LLC that registered with the SEC in 2024 and is individually owned. The firm’s public profile classifies it as unclassified and indicates it is not positioned as a capital allocator or pension consultant. It is not identified as an active ESG investor and is not flagged as a multi-state or newly formed adviser. In regulatory and operational filings the firm lists multiple roles beyond traditional adviser duties: broker-dealer, other investment adviser, and sponsor/GP/managing member of pooled investment vehicles. That combination suggests the firm both advises and sponsors private pooled vehicles rather than operating solely as a discretionary asset manager for separate-account clients.

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

Contacts

1 of 1
  • CRAIG BONN

    Founding & Managing PartnerCRD 2280460

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
274 Riverside Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth