FRONT EDGE CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$88.5M
Discretionary
$88.5M
100% of AUM
Avg account
$1.9M
Accounts
47
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
306155
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI95.45%
  • Charitable Organizations4.55%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Front Edge Capital Management, LLC is an independent advisory shop that manages portfolios for high-net-worth individuals and families, and provides selection of other advisers as part of its offering. The firm operates as a capital allocator, running predominantly discretionary portfolios under a percentage-of-AUM fee model. Investment posture is equity-first: the firm shows a clear preference for exchange-traded equities and implements strategies through separate managed accounts and pooled vehicles where appropriate. Portfolio construction favors liquid, tradable instruments to deliver concentrated equity exposure while supplementing core positions with third‑party managers for specialized strategies. Front Edge is not positioned as an ESG-focused manager and does not describe itself as a multi-state adviser; it emphasizes hands-on portfolio management for individual and small-business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 91%, Investment Grade Corp Bonds 4%, US Government Bonds 2%, Cash & Cash Equivalents 2%, State & Local Bonds 1%91%
  • Exchange Traded Equities91%
  • Investment Grade Corp Bonds4%
  • US Government Bonds2%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Paul Murphy

    Chief Investment Officer and Chief Compliance OfficerCRD 2210569

Contacts

2 of 2
  • Robert Murphy

    Research Administrative AssistantCRD 7790329

  • ELIZABETH MURPHY

    PresidentCRD 4509382

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth