other names
  • EDGE PRINCIPAL ADVISORS, LLC
  • ATERIAN INVESTMENT ADVISORS, LLC (RELYING ADVISER)
  • ATERIAN INVESTMENT MANAGEMENT, LP (RELYING ADVISER)

Adviser Profile

As of Date 03/27/2026
ADV Location NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees 11 -21%
of those in investment advisory functions 11 -15%
Registration SEC, Approved, 03/30/2012
AUM* 1,127,189,831 -20%
of that, discretionary 1,127,189,831 -20%
Private Fund GAV* 1,102,725,315 -20%
Avg Account Size 93,932,486 -13%
SMA’s No
Private Funds 12
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 1B 1B 845M 634M 423M 211M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count11 GAV$1,102,725,315
Fund TypeOther Private Fund Count1 GAV$

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