|
⚲
|
| Edwards Capital LLC
✚
|
|
|---|---|
| CRD # | 157864 |
| SEC # | 801-73440 |
| CIK # | |
| AUM | $8.0 BB (2023-03-30) |
| Employees | 57 (77% Investors, 0% Brokers) |
| Phone | 312-327-4520 |
| Address | 676 N Michigan Avenue Chicago, IL 60611-2846 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Flexpoint Fund V-A LP | [2023-03-30] | 0.0 | 0.0 |
| PE | Flexpoint Fund V-B LP | [2023-03-30] | 0.0 | 0.0 |
| PE | Flexpoint Overage Fund V-A LP | [2023-03-30] | 0.0 | 0.0 |
| PE | Flexpoint Overage Fund V-B LP | [2023-03-30] | 0.0 | 0.0 |
| PE | Flexpoint Asset Opportunity Fund II-A LP | [2022-03-29] | 717.4 | 317.1 |
| PE | Flexpoint Asset Opportunity Fund II-B LP | [2022-03-29] | 717.4 | 27.4 |
| PE | Flexpoint Fund IV-A LP | [2020-03-27] | 0.0 | 1,259.4 |
| PE | Flexpoint Fund IV-B LP | [2020-03-27] | 0.0 | 371.4 |
| PE | Flexpoint Overage Fund IV-A LP | [2020-03-27] | 0.0 | 313.7 |
| PE | Flexpoint Overage Fund IV-B LP | [2020-03-27] | 0.0 | 90.3 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 8.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 8.0 |
| By Discretionary | ||
| Discretionary | 18 | 8.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18 | 8.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.9 | |
| United States Persons | 2.1 | |
| Total | 18 | 8.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Donald Edwards | 21 | |||
| Christopher Ackerman | 13 | |||
| Daniel Edelman | 13 | |||
| Steven Begleiter | 12 | |||
| Stephen Haworth | 9 | |||
| Biddanda Thimmaya | 9 | |||
| Dominic Hood | 8 | |||
| Michael Fazekas | 4 | |||
| Perry Ballard III | 4 | |||
| Jonathan Oka | 4 | |||
| View All | ||||
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Antin Infrastructure Partners US Services LLC
✚
|
NY | 8.4 |
|
Olympus Advisors LLC
✚
|
CT | 8.4 |
|
Rhone Group LLC
✚
|
NY | 8.3 |
|
Blackstone Growth Advisors LLC
✚
|
NY | 8.1 |
|
JMI Management LP
✚
|
MD | 8.1 |
|
Spectrum Equity Management Inc
✚
|
MA | 8.0 |
|
Greenbriar Equity Group LP
✚
|
CT | 8.0 |
|
Linden Manager LLC
✚
|
IL | 8.0 |
|
Top Tier Capital Partners LLC
✚
|
CA | 7.9 |
|
SK Capital Partners LP
✚
|
NY | 7.8 |