Edge Advisors LLC

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Assets, Funds, Holdings

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Edge Advisors LLC
CRD #142261
SEC #801-67338
CIK #0002011402, 0001588186
AUM
Employees 36 (61% Investors, 11% Brokers)
Phone404-890-7707
Address1380 West Paces Ferry Rd
Atlanta, GA 30327
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
4.03.22.41.60.80.02006201220182024
Sector Form 13F Holdings Value ($M)
Apple Inc 6.2
J P Morgan Chase & Co 2.3
Microsoft Corp 1.8
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
120096072048024002017202020232026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Edge Discovery Ltd [2012-03-28] 22.3 6.8
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 242 2.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 4 0.2
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 0.0
(n) Other 12 0.2
Total 274 3.5
By Discretionary
Discretionary 270 3.3
Non-Discretionary 4 0.1
Total 274 3.5
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 3.3
Total 274 3.5
Form D Directors # Filings # Firms 2011 - 2025
Geoffrey Ruddick 19
Henry Jones 21
William Skeean 19
Paul Izlar 20
Albert Rayle 19
Julius Garlington 15
Dennis Sabo 14
William Maner 13
Elizabeth Mackie 13
Lamar Davis 11
Kendrick Mattox 10
Gordon Harper 10
Richard Floress 9
EDGAR Form CIK 2011 - 2025
13F-HR [0001588186]
13F-HR [0002011402]
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