EDGE PRINCIPAL ADVISORS, LLC

other names
  • EDGE PRINCIPAL ADVISORS, LLC
  • ATERIAN INVESTMENT ADVISORS, LLC (RELYING ADVISER)
  • ATERIAN INVESTMENT MANAGEMENT, LP (RELYING ADVISER)
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Adviser Profile
As of Date 10/31/2025
Adviser Type - Large advisory firm
Number of Employees 13 -32%
of those in investment advisory functions 12 -29%
Registration SEC, Approved, 03/30/2012
AUM* 1,348,317,368 -8%
of that, discretionary 1,348,317,368 -8%
Private Fund GAV* 1,323,460,951 -7%
Avg Account Size 112,359,781 -1%
SMA’s No
Private Funds 11 1
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$1,323,460,951

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