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| Park Edge Advisors LLC
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|---|---|
| CRD # | 317521 |
| SEC # | 801-125820 |
| CIK # | 0001965659 |
| AUM | 522.5 M (2026-05-27) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 167.6 | ||
| SPDR Gold Trust | 7.0 | ||
| Johnson & Johnson | 4.2 | ||
| iShares Comex Gold Trust | 4.1 | ||
| II-VI Inc | 4.0 | ||
| J P Morgan Chase & Co | 4.0 | ||
| Apple Inc | 3.9 | ||
| Amazon Com Inc | 3.6 | ||
| Microsoft Corp | 3.3 | ||
| Wal Mart Stores Inc | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 71.6 |
| (b) Individuals (high net worth individuals) | 100 | 410.4 |
| (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 | 4 | 15.5 |
| (h) Charitable organizations | 2 | 13.1 |
| (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 | 12 | 12.1 |
| (n) Other | 0 | 0.0 |
| Total | 900 | 522.5 |
| By Discretionary | ||
| Discretionary | 885 | 350.7 |
| Non-Discretionary | 15 | 171.9 |
| Total | 900 | 522.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 522.5 | |
| Total | 900 | 522.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965659] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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