Edgewood Capital Advisors LLC

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Assets, Funds, Holdings

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Edgewood Capital Advisors LLC
CRD #164110
SEC #802-76796
CIK #
AUM
Employees
Phone203-255-1700
Address2425 Post Road
Southport, CT 06890-1267
Source [IAPD] [Website] [Twitter]
Total AUM ($)
1.00.80.60.40.20.02010201520212027
Type Form D Funds Date Sold AUM
RE Edgewood Realty Trust LLC [2020-03-30] 0.1 M 92.7 M
Offered $125,000 · Filed 2019-11-26 (D) · Exemption 506(b) · Minimum $1,000 · Duration One year or less · Commission $6,250 · Revenue Decline to Disclose
RE Edgewood Capital Partners V LLC [2013-03-25] 70.7 M 3.3 M
Filed 2025-09-08 (D/A) · Exemption 506(b), 3(c), 3(c)(5) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE Edgewood Capital Holdings III LLC [2012-06-08] 0.3 M
RE Edgewood Capital Partners II LLC 2012-06-08
RE Edgewood Capital Partners I LP 2012-06-08 0.2 M
RE Edgewood Capital Partners IV LLC [2012-06-08] 6.3 M 0.8 M
Offered $20,000,000 · Filed 2010-06-28 (D/A) · Exemption 506 · Minimum $40,000 · Remaining $13,725,000 · Duration One year or less · Commission $2,400 · Revenue $1 - $1,000,000
AUM Breakdown Accounts AUM ($)
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 0 0.0
(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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors Role # Filings # Firms 2011 - 2026
Thomas McDevitt Director, Executive Officer 13 2
Michael House Director, Executive Officer 4 2
Jonathan Levirne Executive Officer 2 1
Tammy Pendergast Executive Officer 1 1
Edgewood Capital Partners V LLC Director 1 1
Christopher Whittleton Director 1 1
Edgewood Capital Advisors LLC Director 1 1
Firm Profile (Form ADV)
Fund TypesReal Estate
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