The EDGE FOCUS PARTNERS is a privately held investment adviser that advises $451.31mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. EDGE FOCUS PARTNERS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 1,241.25% over the last 5-years.
The Group has been registered with the SEC for 5.91 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1185 AVENUE OF THE AMERICAS 3RD FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 22 employees comprised of 4 investment and 18 non-investment staff. The total number of Employees increased by 450% over the last 5-years.
Their $451.31mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 2 other accounts. Assets of Other Investment Advisers clients own $342.36mn or 75.86% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $108.96mn or 24.14% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Long/Short Equity, representing 79.43% and 20.57% of total assets, respectively.
They advise 2 types of clients, top clients are Other Investment Advisers and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
EDGE FOCUS PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.