Edge Principal Advisors, LLC

Overview

Edge Principal Advisors, LLC is an SEC-registered investment manager formed as a limited liability company and operating since 2012. The firm is organized to serve institutional clients through portfolio management of pooled investment vehicles rather than acting as a third‑party allocator. Ownership is identified as a combination of domestic entity and individual ownership. Compensation comes via a combination of asset‑based fees and performance/incentive fees, which aligns the firm’s economics with fund outcomes. The adviser is classified as a real estate fund manager and is active on ESG considerations. Its regulatory and operating footprint includes roles beyond advisory work—serving as sponsor, general partner or managing member of pooled vehicles and holding other industry registrations such as investment adviser, commodity pool operator/commodity trading advisor where applicable.

Assets & Accounts

Investments & Alternatives