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EDGE PRINCIPAL ADVISORS, LLC

CRD 158273 · SEC 801-74056

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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1700 BROADWAY, 38TH FLOOR, NEW YORK, NY, 10019-5905, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.13B

Discretionary AUM

$1.13B

Team

11 total employees; 11 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles12$1.13B

States served

NY

All web addresses on file

Official SEC filing: View on IAPD