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⚲
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| Edge Principal Advisors LLC
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|
|
|---|---|
| CRD # | 158273 |
| SEC # | 801-74056 |
| CIK # | |
| AUM | $1.4 BB (2024-03-29) |
| Employees | 14 (93% Investors, 0% Brokers) |
| Phone | 212-547-4380 |
| Address | 1700 Broadway New York, NY 10019-5905 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | EPH Redevelopment Co-Invest LP | [2021-03-31] | 150.0 | 288.0 |
| RE | ECE Redevelopment Co-Invest LP | [2020-03-30] | 11.0 | 28.3 |
| RE | Edge Principal Investments IV LP | [2019-03-29] | 0.0 | 311.6 |
| RE | Edge Principal Investments IV PV LP | [2019-03-29] | 304.0 | 396.0 |
| RE | EH&M Redevelopment Co-Invest LP | [2019-03-29] | 27.5 | 92.8 |
| RE | Edge 80 Adams Co-Invest LP | [2018-03-29] | 21.9 | 1.1 |
| RE | Edge Core Investments I LLC | 2018-03-29 | 119.8 | |
| RE | Edge King Investments I LP | [2018-03-29] | 19.5 | 17.4 |
| RE | Edge Principal Investments III PV LP | [2016-03-29] | 47.0 | 9.7 |
| RE | Edge Principal Investments III LP | [2015-03-26] | 347.6 | 103.8 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 1,404.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 1,404.3 |
| By Discretionary | ||
| Discretionary | 13 | 1,404.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 1,404.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,404.3 | |
| Total | 13 | 1,404.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Paul Segal | 39 | |||
| Darpan Kapadia | 38 | |||
| Mikhail Segal | 31 | |||
| Jobey Eddleman | 13 | |||
| Jeffrey Walker | 27 | |||
| Evan Mallah | 16 | |||
| Edge Principal Advisors LLC | 10 | |||
| Edge Principal Partners IV LLC | 4 | |||
| EPH Partners LLC | 2 | |||
| Edge Principal Partners III LLC | 3 | |||
| View All | ||||
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