|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Edge Principal Advisors LLC
✚
|
|
|---|---|
| CRD # | 158273 |
| SEC # | 801-74056 |
| CIK # | |
| AUM | $1.3 B (2025-05-01) |
| Employees | 13 (92% Investors, 0% Brokers) |
| Phone | 212-547-4380 |
| Address | 1700 Broadway New York, NY 10019-5905 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | EPH Redevelopment Co-Invest LP | [2021-03-31] | 2.0 | 314.2 |
| RE | ECE Redevelopment Co-Invest LP | [2020-03-30] | 11.0 | 24.9 |
| RE | Edge Principal Investments IV LP | [2019-03-29] | 0.0 | 301.7 |
| RE | Edge Principal Investments IV PV LP | [2019-03-29] | 304.0 | 385.5 |
| RE | EH&M Redevelopment Co-Invest LP | [2019-03-29] | 27.5 | 90.1 |
| RE | Edge 80 Adams Co-Invest LP | [2018-03-29] | 21.9 | 0.8 |
| RE | Edge Core Investments I LLC | 2018-03-29 | 125.2 | |
| RE | Edge King Investments I LP | [2018-03-29] | 19.5 | 17.2 |
| RE | Edge Principal Investments III PV LP | [2016-03-29] | 47.0 | 7.6 |
| RE | Edge Principal Investments III LP | [2015-03-26] | 347.6 | 81.1 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 1,348.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 1,348.3 |
| By Discretionary | ||
| Discretionary | 12 | 1,348.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 1,348.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,348.3 | |
| Total | 12 | 1,348.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Paul Segal | 42 | ||
| Darpan Kapadia | 41 | ||
| Mikhail Segal | 34 | ||
| Jobey Eddleman | 13 | ||
| Jeffrey Walker | 27 | ||
| Evan Mallah | 16 | ||
| Edge Principal Advisors LLC | 10 | ||
| Edge Principal Partners IV LLC | 4 | ||
| EPH Partners LLC | 2 | ||
| Edge Principal Partners III LLC | 3 | ||
| Edge Principal Partners II LLC | 2 | ||
| General Partner Edge Principal Partners IV LLC | 1 | ||
| Edge 80 Adams Co-Invest GP LLC | 1 | ||
| Edge King Partners I LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FEG Private Investors LLC
✚
|
OH | 1.5 |
|
Zions Capital Advisors Inc
✚
|
UT | 1.5 |
|
Island Investment Management LLC
✚
|
NY | 1.4 |
|
Capitol Meridian Partners LP
✚
|
DC | 1.4 |
|
JVM Capital LLC
✚
|
IL | 1.3 |
|
Equity Resource Investments LLC
✚
|
MA | 1.3 |
|
Basis Management Group LLC
✚
|
NY | 1.3 |
|
Ecosystem Investment Partners LLC
✚
|
MD | 1.3 |
|
FrontRange Capital Advisers LLC
✚
|
CO | 1.3 |
|
Corbel Management LLC
✚
|
CA | 1.2 |