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| Park Edge Advisors LLC
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|
|---|---|
| CRD # | 317521 |
| SEC # | 801-125820 |
| CIK # | 0001965659 |
| AUM | $384.4 MM (2023-03-27) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 216-727-0144 |
| Address | 2360 W 11th St Cleveland, OH 44113 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LECO | 7,326.9 | 113.5 | |
| FNA | 1,235.4 | 9.9 | |
| GLD | 9.5 | ||
| XOM | 385,508.3 | 2.6 | |
| PEP | 226,773.9 | 2.4 | |
| MSFT | 1,918,222.4 | 2.1 | |
| JNJ | 465,600.2 | 2.0 | |
| PG | 338,108.9 | 1.9 | |
| AAPL | 2,382,844.0 | 1.7 | |
| JPM | 340,169.2 | 1.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 75.4 |
| (b) Individuals (high net worth individuals) | 77 | 262.3 |
| (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 | 5 | 32.3 |
| (h) Charitable organizations | 1 | 10.0 |
| (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 | 1 | 0.0 |
| (n) Other | 3 | 4.4 |
| Total | 795 | 384.4 |
| By Discretionary | ||
| Discretionary | 783 | 282.5 |
| Non-Discretionary | 12 | 101.9 |
| Total | 795 | 384.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 384.4 | |
| Total | 795 | 384.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001965659] |
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