EDGE PRINCIPAL ADVISORS, LLC

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 13 -31.58%
of those in investment advisory functions 12 -29.41%
Registration SEC, Approved, 03/30/2012
AUM* 1,348,317,368 -8.25%
of that, discretionary 1,348,317,368 -8.25%
Private Fund GAV* 1,323,460,951 -7.37%
Avg Account Size 112,359,781 -0.60%
SMA’s No
Private Funds 11
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

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count11 GAV$1,323,460,951

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser DOME EQUITIES, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund942.5m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV942.5m AUM942.5m #Funds21
Adviser THE PRAEDIUM GROUP LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund1.6b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.6b AUM1.6b #Funds14
Adviser MAXIM CAPITAL GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund2.8b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.8b AUM1.9b #Funds10
Adviser MACK REAL ESTATE CREDIT STRATEGIES, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund1.3b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.3b AUM1.4b #Funds11
Adviser CALMWATER CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund960.9m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV960.9m AUM1.2b #Funds6
Adviser WEST COAST FINANCIAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund41.7m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV41.7m AUM1.8b #Funds5
Adviser OAKHURST ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund238.8m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV238.8m AUM1.2b #Funds15
Adviser CAPROCK PARTNERS MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund25.0m Real Estate Fund1.6b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.6b AUM1.6b #Funds15
Adviser PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund1.6b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.6b AUM1.6b #Funds6
Adviser FILLMORE CAPITAL PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund1.2b Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.2b AUM1.4b #Funds2