Edge Principal Advisors, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 158273
- Registered since
- March 30, 2012
- Website
- edgepe.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Edge Principal Advisors, LLC is an SEC-registered limited liability company formed in 2012 that operates as a real estate fund manager focused on pooled investment vehicles for institutional clients. The firm serves primarily as sponsor/GP and managing member of its funds and lists roles consistent with being an investment adviser, a CPO/CTA and a sponsor of pooled vehicles. Ownership is reported as involving both a domestic entity and an individual. Edge charges a combination of percentage-of-AUM fees and performance-based fees, and self-identifies as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
Owners & executives
2 of 2
Darpan Kapadia
Chief Operating OfficerCRD 4263051

Jeffrey Wade
Chief Compliance OfficerCRD 3137712
Contacts
3 of 5Jennifer Neill
Senior Vice PresidentCRD 4298538
Sarina Yung
Managing DirectorCRD 5816596

Evan Mallah
PrincipalCRD 6029487
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 1700 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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