Edgepoint Capital Advisors LLC
Firm details
- Headquarters
- Beachwood, Ohio
- CRD number
- 143695
- Registered since
- October 8, 2007
- Website
- www.edgepoint.com
Firm profile
FINTRXOverview
Edgepoint Capital Advisors LLC is organized as a limited liability company and is registered with the SEC since 2007. The firm is classified in the source data as an investment bank and is owned by a domestic entity and/or an individual. The record flags several structural and service characteristics: it is not identified as a capital allocator, does not present itself as an active ESG investor, is not marked as a multi-state adviser, and is not listed as a pension consultant or related adviser. The source material provides minimal detail about the firm's client types, fee arrangements, specific business lines, or advisory activities, so those operating characteristics are not described in the available profile.
Assets & Accounts
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
Contacts
3 of 27
Ryan Horstman
Investment Banking AnalystCRD 8287912

Audley Mackel
Registered RepresentativeCRD 6879712
Paul Schneir
Registered RepresentativeCRD 1960399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beachwood, OH
Cuyahoga
Location
Beachwood, OH
Headquartered in Beachwood, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 3201 Enterprise Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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