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| Park Edge Advisors LLC
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|---|---|
| CRD # | 317521 |
| SEC # | 801-125820 |
| CIK # | 0001965659 |
| AUM | $438.1 M (2025-04-03) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 216-727-0144 |
| Address | 2360 W 11th St Cleveland, OH 44113 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lincoln Electric Holdings Inc | 139.1 | ||
| SPDR Gold Trust | 8.8 | ||
| Microsoft Corp | 3.9 | ||
| J P Morgan Chase & Co | 3.8 | ||
| iShares Bitcoin Trust | 3.8 | ||
| iShares Comex Gold Trust | 3.5 | ||
| Exxon Mobil Corp | 3.5 | ||
| Facebook Inc | 3.2 | ||
| Broadcom Inc | 3.0 | ||
| Wal Mart Stores Inc | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 232 | 77.6 |
| (b) Individuals (high net worth individuals) | 79 | 326.6 |
| (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 | 2 | 6.2 |
| (h) Charitable organizations | 1 | 11.1 |
| (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 | 14 | 16.7 |
| (n) Other | 0 | 0.0 |
| Total | 821 | 438.1 |
| By Discretionary | ||
| Discretionary | 812 | 308.1 |
| Non-Discretionary | 9 | 130.0 |
| Total | 821 | 438.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 438.1 | |
| Total | 821 | 438.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965659] |
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|---|---|---|
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Wimmer Associates I LLC
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CA | 0.4 |
|
Smart Wealth LLC
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NE | 0.4 |
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Alliance Wealth Advisors LLC
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PA | 0.4 |
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Alaethes Wealth LLC
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0.4 | |
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TrueWealth Advisors LLC
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AL | 0.4 |
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Prentiss Smith & Company Inc
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VT | 0.4 |
|
DLK Investment Management
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|
CA | 0.4 |
|
Penobscot Wealth Management
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|
ME | 0.4 |
|
QBOX Fiduciary Solutions LLC
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IN | 0.4 |
|
Elevated Capital Advisors LLC
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UT | 0.4 |