Edge Advisors LLC
- Assets, Funds, Holdings
| Edge Advisors LLC
|
| CRD # | 142261 |
| SEC # | 801-67338 |
| CIK # | 0001588186, 0002011402 |
| AUM |
|
| Employees |
36 (61% Investors, 11% Brokers)
|
| Phone | 404-890-7707 |
| Address | 1380 West Paces Ferry Rd
Atlanta, GA 30327 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($B)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| HF |
Edge Discovery Ltd |
[2012-03-28]
|
22.3 M |
6.8 M |
|
Filed 2012-03-08 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $3,000,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000
|
| AUM Breakdown |
Accounts |
AUM ($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 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.9B |
| Clients | 1 (2 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 254900MF3CDTD9ZPW518 |
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