EDGEWORTH CAPITAL, INC.
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 327432
- Registered since
- July 3, 2023
Firm profile
FINTRXOverview
Edgeworth Capital, Inc. is a recently established corporation that operates as an investment adviser. Although it is classified as unclassified and does not serve as a capital allocator, the firm has positioned itself within the investment landscape with a focus on various investment activities. Edgeworth Capital is not an active ESG investor and does not engage in pension consulting. The firm is affiliated with other investment advisers, indicating a collaborative approach within the industry.
Assets & Accounts
Public Holdings
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
Contacts
3 of 3Thomas Davies
Portfolio ManagerCRD 7632216
William Bowler
PartnerCRD 7635552
ROBERT POINER
Portfolio ManagerCRD 6647967
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWICH, CT
FAIRFIELD
Location
GREENWICH, CT
Headquartered in GREENWICH, 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
- 34 E Putnam Ave
- Time zone
- ET (UTC-5)
- Office locations
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