|
⚲
|
| Keyboard |
| Edge Principal Advisors LLC
✚
|
|
|---|---|
| CRD # | 158273 |
| SEC # | 801-74056 |
| CIK # | |
| AUM | 1.1 B (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 ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | EPH Redevelopment Co-Invest LP | [2021-03-31] | 150.0 M | 376.8 M |
| RE | ECE Redevelopment Co-Invest LP | [2020-03-30] | 11.0 M | 24.5 M |
| RE | Edge Principal Investments IV LP | [2019-03-29] | 183.1 M | |
| RE | Edge Principal Investments IV PV LP | [2019-03-29] | 300.0 M | 245.6 M |
| RE | EH&M Redevelopment Co-Invest LP | [2019-03-29] | 27.5 M | 81.5 M |
| RE | Edge 80 Adams Co-Invest LP | [2018-03-29] | 21.9 M | 0.6 M |
| RE | Edge Core Investments I LLC | 2018-03-29 | 113.4 M | |
| RE | Edge King Investments I LP | [2018-03-29] | 19.5 M | 17.7 M |
| RE | Edge Principal Investments III PV LP | [2016-03-29] | 47.0 M | 6.9 M |
| RE | Edge Principal Investments III LP | [2015-03-26] | 226.3 M | 77.2 M |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 42 | 4 | ||
| Darpan Kapadia | 41 | 4 | ||
| Mikhail Segal | 34 | 3 | ||
| Jobey Eddleman | 13 | 3 | ||
| Jeffrey Walker | 27 | 2 | ||
| Evan Mallah | 16 | 2 | ||
| Edge Principal Advisors LLC | 10 | 2 | ||
| Edge Principal Partners IV LLC | 4 | 2 | ||
| EPH Partners LLC | 2 | 2 | ||
| Edge Principal Partners III LLC | 3 | 1 | ||
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ecosystem Investment Partners LLC
✚
|
MD | 1.3 B |
|
Corbel Management LLC
✚
|
CA | 1.2 B |
|
Hackman Capital Partners LLC
✚
|
CA | 1.2 B |
|
Virtus Real Estate LLC
✚
|
TX | 1.1 B |
|
Arden Fund Management LLC
✚
|
PA | 1.1 B |
|
Nexa Equity LLC
✚
|
CA | 1.1 B |
|
Post Road Group LLC
✚
|
CT | 1.1 B |
|
New Forests Inc
✚
|
CA | 981.9 M |
|
Sandlot Partners LLC
✚
|
UT | 934.5 M |
|
Monticelloam LLC
✚
|
NY | 923.3 M |