PARTNERS EDGE MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
318752
Registered since
April 8, 2022

Firm profile

FINTRX

Overview

Partners Edge Management is a limited liability company that operates primarily through private pooled vehicles. The firm registered with the SEC in 2022 and is classified as engaging in CPO/CTA activities, indicating it can act as a commodity pool operator or commodity trading advisor in addition to managing private funds. Its stated profile shows no active ESG program and it is not registered as a multi-state adviser. The firm’s activity centers on sponsoring and managing private equity vehicles rather than serving retail advisory accounts. Partners Edge Management appears structured to deploy capital through fund vehicles and commodity/derivatives strategies rather than through traditional advisory relationships. The business is small and concentrated in its ownership and fund base, with a focus on illiquid, private-market investments.

Assets & Accounts

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

Contacts

2 of 2
  • Michael Bernstein

    Founder and managerCRD 7535570

  • Todd Bernstein

    Investment Committee MemberCRD 7535577

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PITTSBURGH, PA

ALLEGHENY

Location

PITTSBURGH, PA

Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
201 S Highland Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth