Edge Principal Advisors, LLC

Fee-Only (% of Portfolio)

Edge Principal Advisors manages assets on a discretionary basis for private pooled investment vehicles, which are primarily private equity real estate funds. Edge identifies and evaluates investment opportunities, negotiates terms, manages and monitors investments, and achieves dispositions. Senior principals may serve on portfolio company boards, potentially leading to conflicts of interest.

Assets Under Management$1.3B
Clients12
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Edge Principal Advisors manages investments for private investment funds, not individual investors. Therefore, there are no direct fees charged to individual clients for investment management.

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Edge Principal Advisors, LLC | TrueAdvisor