EDGEMONT CAPITAL PARTNERS, L.P.

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
34
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
122572
Registered since
January 13, 2003

Firm profile

FINTRX

Overview

Edgemont Capital Partners, L.P. is organized as a partnership and is classified in the source data as an investment bank. The firm is SEC-registered (initial registration listed in 2003) and is recorded as having domestic entity and individual ownership. The profile does not indicate that Edgemont functions as a capital allocator, pension consultant, related adviser, or a multi-state adviser, and it is not identified as an active ESG investor. The dataset supplied for this profile contains limited detail on the firm’s business lines, advisory activities, client types, or fee arrangements. Those fields are blank in the record, so there is no firm-level description of how it sources or deploys capital, whether it provides discretionary wealth management, M&A advisory, or other investment banking services.

Assets & Accounts

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
  • John Ivan

    Chief Compliance OfficerCRD 1292150

Contacts

3 of 33
  • DANIEL NICHOLSON

    Managing DirectorCRD 5909323

  • PATRICK BRADLEY

    Managing DirectorCRD 6364782

  • Omar Champsi

    Vice PresidentCRD 6956727

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
787 7th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth