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| Park Edge Advisors LLC
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| |
|---|---|
| CRD # | 317521 |
| SEC # | 801-125820 |
| CIK # | 0001965659 |
| AUM | $460.2 MM (2024-05-01) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 216-727-0144 |
| Address | 2360 W 11th St Cleveland, OH 44113 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LECO | 7,326.9 | 126.6 | |
| GLD | 8.4 | ||
| FNA | 1,235.4 | 4.0 | |
| XOM | 385,508.3 | 3.8 | |
| MSFT | 1,918,222.4 | 3.2 | |
| DBA | 3.0 | ||
| PG | 338,108.9 | 2.9 | |
| JPM | 340,169.2 | 2.3 | |
| LLY | 301,789.7 | 2.2 | |
| AMZN | 1,092,997.8 | 2.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 81.6 |
| (b) Individuals (high net worth individuals) | 76 | 318.2 |
| (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 | 3 | 9.2 |
| (h) Charitable organizations | 1 | 11.2 |
| (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 | 11 | 40.0 |
| (n) Other | 0 | 0.0 |
| Total | 821 | 460.2 |
| By Discretionary | ||
| Discretionary | 809 | 310.8 |
| Non-Discretionary | 12 | 149.5 |
| Total | 821 | 460.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 460.2 | |
| Total | 821 | 460.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001965659] |
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