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

Adviser Profile

As of Date 04/30/2026
Registration SEC, Approved, 03/30/2012
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 1,127,189,831 -20%
of that, discretionary 1,127,189,831 -20%
Number of Employees 11 -21%
of those in investment advisory functions 11 -15%
Private Fund GAV* 1,102,725,315 -17%
Avg Account Size 93,932,486 -13%
SMA’s No
Private Funds 12

Adviser Type

- Large advisory firm

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 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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