EDGE PRINCIPAL ADVISORS, LLC

EDGE PRINCIPAL ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 158273). Regulatory assets under management: $1.1B.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (27)

Showing 25 of 27 people.

NameRoleLocation
Thomas N HerbertPRINCIPAL; PRINCIPAL - ATERIAN INVESTMENT MANAGEMENT, LP (RELYING ADVISER)Lafayette, LA
Jeffrey Nmn WalkerCO-PRESIDENT
Evan Michael MallahCO-PRESIDENT
Darpan Subhash KapadiaEXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT - EDGE PRINCIPAL ADVISORS, LLC
Jeffrey Paul WadeGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
Paul Nmn SegalMEMBER/OWNER AND MANAGER OF TIBER CAPTIAL PARTNERS, LLC
Theodore Zellie SegalMEMBER/OWNER OF TIBER CAPITAL PARTNERS, LLC
Jennifer Rosiak NeillCHIEF FINANCIAL OFFICER, PRIVATE EQUITY
Sarina C YungMANAGING DIRECTOR
Upendra Pramodchandra PrajapatiVICE PRESIDENT, TAX
ROSS MICHAEL SCOTTMANAGING DIRECTOR
WADE JEFFREY PAULCCO - EDGE PRINCIPAL ADVISORS, LLC; CCO - EDGE PRINCIPAL ADVISORS, LLC, ATERIAN INVESTMENT ADVISORS, LLC & ATERIAN INVESTMENT MANAGEMENT, LP (RELYING ADVISERS); CHIEF COMPLIANCE OFFICER - EDGE PRINCIPAL ADVISORS, LLC & ATERIAN INVESTMENT ADVISORS, LLC (+2 more)
SEGAL RADION NMNMEMBER/OWNER AND MANAGER OF TIBER CAPTIAL PARTNERS, LLC; MEMBER/OWNER OF TIMBER CAPITAL PARTNERS; PRESIDENT - ATERIAN INVESTMENT ADVISORS, LLC (+3 more)
BRENNAN MARK NMNTREASURER
EDDLEMAN JOBEY LYNNASSISTANT TREASURER; TREASURER - ATERIAN INVESTMENT ADVISORS, LLC; TREASURER - ATERIAN INVESTMENT ADVISORS, LLC (RELYING ADVISER) (+1 more)
KAPADIA DARPAN SUBHASHEXECUTIVE VICE PRESIDENT - EDGE PRINCIPAL ADVISORS, LLC; VICE PRESIDENT - ATERIAN INVESTMENT ADVISORS, LLC; VICE PRESIDENT - ATERIAN INVESTMENT ADVISORS, LLC (RELYING ADVISER) (+1 more)
EDELSTEIN SHIMON BEZALELEXECUTIVE VICE PRESIDENT, TAX
SEGAL THEODORE ZELLIEMEMBER/OWNER OF TIBER CAPITAL PARTNERS, LLC; MEMBER/OWNER OF TIMBER CAPITAL PARTNERS
WALKER JEFFREY NMNPRINCIPAL - EDGE PRINCIPAL ADVISORS, LLC
MALLAH EVAN MICHAELPRINCIPAL - EDGE PRINCIPAL ADVISORS, LLC
FIELDSTONE MICHAEL BENJAMINPRINCIPAL; PRINCIPAL - ATERIAN INVESTMENT ADVISORS, LLC; PRINCIPAL - ATERIAN INVESTMENT ADVISORS, LLC (RELYING ADVISER) (+1 more)
BETHEA BRANDON CHARLESPRINCIPAL; PRINCIPAL - ATERIAN INVESTMENT MANAGEMENT, LP (RELYING ADVISER)
NEILL JENNIFER ROSIAKCHIEF FINANCIAL OFFICER; SENIOR VICE PRESIDENT & CHIEF ACCOUNTING OFFICER, PRIVATE EQUITY
TANSEY JAMES SCOTTTREASURER
GONZALEZ NOEL JOSUETAX MANAGER

Private funds (10)

FundTypeFormedOwnersGross asset valueMin investment
EPH REDEVELOPMENT CO-INVEST, L.P.Real Estate FundDelaware29$376.8M$5.0M
EDGE PRINCIPAL INVESTMENTS IV PV, L.P.Real Estate FundDelaware8$245.6M$1.0M
EDGE PRINCIPAL INVESTMENTS IV, L.P.Real Estate FundDelaware124$183.1M$1.0M
EDGE CORE INVESTMENTS I, LLCReal Estate FundDelaware3$113.4M
EH&M REDEVELOPMENT CO-INVEST, L.P.Real Estate FundDelaware51$81.5M$1.0M
EDGE PRINCIPAL INVESTMENTS III, L.P.Real Estate FundDelaware73$77.2M$1.0M
ECE REDEVELOPMENT CO-INVEST L.P.Real Estate FundDelaware31$24.5M$1.0M
EDGE KING INVESTMENTS I, L.P.Real Estate FundDelaware14$17.7M
EDGE PRINCIPAL INVESTMENTS III PV, L.P.Real Estate FundDelaware13$6.9M$1.0M
EDGE 80 ADAMS CO-INVEST, L.P.Real Estate FundDelaware32$619K

Branch offices (2)

CityStateEmployeesPhone
SAN FRANCISCOCA2347-502-0833
NEW YORKNY0212-625-3456

Fund service providers (2)

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