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| Edge Principal Advisors LLC
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|---|---|
| CRD # | 158273 |
| SEC # | 801-74056 |
| CIK # | |
| AUM | 1,127.2 M (2026-04-30) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 212-547-4380 |
| Address | 1700 Broadway New York, NY 10019-5905 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | EPH Redevelopment Co-Invest LP | [2021-03-31] | 150.0 M | 376.8 M |
| Filed 2020-06-04 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(6), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | ECE Redevelopment Co-Invest LP | [2020-03-30] | 11.0 M | 24.5 M |
| Filed 2019-06-27 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(6), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Edge Principal Investments IV LP | [2019-03-29] | 183.1 M | |
| Filed 2018-08-15 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(6), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Edge Principal Investments IV PV LP | [2019-03-29] | 304.0 M | 245.6 M |
| Filed 2019-07-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(6), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | EH&M Redevelopment Co-Invest LP | [2019-03-29] | 27.5 M | 81.5 M |
| Filed 2019-01-02 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(6), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Edge 80 Adams Co-Invest LP | [2018-03-29] | 21.9 M | 0.6 M |
| Filed 2017-12-05 (D) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Edge Core Investments I LLC | 2018-03-29 | 113.4 M | |
| RE | Edge King Investments I LP | [2018-03-29] | 19.5 M | 17.7 M |
| Filed 2017-06-08 (D) · Exemption 506(b), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Edge Principal Investments III PV LP | [2016-03-29] | 47.0 M | 6.9 M |
| Filed 2015-10-23 (D) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Edge Principal Investments III LP | [2015-03-26] | 347.6 M | 77.2 M |
| Filed 2015-09-24 (D/A) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 12 | 1,127.2 |
| (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 | 12 | 1,127.2 |
| By Discretionary | ||
| Discretionary | 12 | 1,127.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 1,127.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,127.2 | |
| Total | 12 | 1,127.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Paul Segal | Executive Officer | 43 | 4 | |
| Darpan Kapadia | Executive Officer | 42 | 4 | |
| Mikhail Segal | Executive Officer | 35 | 3 | |
| Jobey Eddleman | Executive Officer | 13 | 3 | |
| Jeffrey Walker | Executive Officer | 27 | 2 | |
| Evan Mallah | Executive Officer | 16 | 2 | |
| Edge Principal Advisors LLC | Executive Officer | 10 | 2 | |
| Edge Principal Partners IV LLC | Executive Officer | 4 | 2 | |
| Eph Partners LLC | Executive Officer | 2 | 2 | |
| Edge Principal Partners III LLC | Director, Executive Officer | 3 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
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