# EDGE PRINCIPAL ADVISORS, LLC

EDGE PRINCIPAL ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 158273
- Type: SEC-registered investment adviser
- SEC file number: 801-74056
- Location: 1700 BROADWAY, 38TH FLOOR, NEW YORK, NY, 10019-5905
- Phone: 212-547-4380
- Latest filing: 2026-04-30
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 11
- Accounts: 12

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| [Thomas N Herbert](https://search.stillhousedata.com/person/610107) | PRINCIPAL; PRINCIPAL - ATERIAN INVESTMENT MANAGEMENT, LP (RELYING ADVISER) | Lafayette, LA |
| [Jeffrey Nmn Walker](https://search.stillhousedata.com/person/670501) | CO-PRESIDENT | — |
| [Evan Michael Mallah](https://search.stillhousedata.com/person/670502) | CO-PRESIDENT | — |
| [Darpan Subhash Kapadia](https://search.stillhousedata.com/person/670503) | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT - EDGE PRINCIPAL ADVISORS, LLC | — |
| [Jeffrey Paul Wade](https://search.stillhousedata.com/person/670504) | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| [Paul Nmn Segal](https://search.stillhousedata.com/person/670505) | MEMBER/OWNER AND MANAGER OF TIBER CAPTIAL PARTNERS, LLC | — |
| [Theodore Zellie Segal](https://search.stillhousedata.com/person/670506) | MEMBER/OWNER OF TIBER CAPITAL PARTNERS, LLC | — |
| [Jennifer Rosiak Neill](https://search.stillhousedata.com/person/670507) | CHIEF FINANCIAL OFFICER, PRIVATE EQUITY | — |
| [Sarina C Yung](https://search.stillhousedata.com/person/670508) | MANAGING DIRECTOR | — |
| [Upendra Pramodchandra Prajapati](https://search.stillhousedata.com/person/670509) | VICE PRESIDENT, TAX | — |
| [ROSS MICHAEL SCOTT](https://search.stillhousedata.com/person/745982) | MANAGING DIRECTOR | — |
| [WADE JEFFREY PAUL](https://search.stillhousedata.com/person/796169) | CCO - 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 NMN](https://search.stillhousedata.com/person/804267) | MEMBER/OWNER AND MANAGER OF TIBER CAPTIAL PARTNERS, LLC; MEMBER/OWNER OF TIMBER CAPITAL PARTNERS; PRESIDENT - ATERIAN INVESTMENT ADVISORS, LLC (+3 more) | — |
| [BRENNAN MARK NMN](https://search.stillhousedata.com/person/804268) | TREASURER | — |
| [EDDLEMAN JOBEY LYNN](https://search.stillhousedata.com/person/804269) | ASSISTANT TREASURER; TREASURER - ATERIAN INVESTMENT ADVISORS, LLC; TREASURER - ATERIAN INVESTMENT ADVISORS, LLC (RELYING ADVISER) (+1 more) | — |
| [KAPADIA DARPAN SUBHASH](https://search.stillhousedata.com/person/813628) | EXECUTIVE VICE PRESIDENT - EDGE PRINCIPAL ADVISORS, LLC; VICE PRESIDENT - ATERIAN INVESTMENT ADVISORS, LLC; VICE PRESIDENT - ATERIAN INVESTMENT ADVISORS, LLC (RELYING ADVISER) (+1 more) | — |
| [EDELSTEIN SHIMON BEZALEL](https://search.stillhousedata.com/person/813631) | EXECUTIVE VICE PRESIDENT, TAX | — |
| [SEGAL THEODORE ZELLIE](https://search.stillhousedata.com/person/813632) | MEMBER/OWNER OF TIBER CAPITAL PARTNERS, LLC; MEMBER/OWNER OF TIMBER CAPITAL PARTNERS | — |
| [WALKER JEFFREY NMN](https://search.stillhousedata.com/person/813635) | PRINCIPAL - EDGE PRINCIPAL ADVISORS, LLC | — |
| [MALLAH EVAN MICHAEL](https://search.stillhousedata.com/person/813636) | PRINCIPAL - EDGE PRINCIPAL ADVISORS, LLC | — |
| [FIELDSTONE MICHAEL BENJAMIN](https://search.stillhousedata.com/person/813637) | PRINCIPAL; PRINCIPAL - ATERIAN INVESTMENT ADVISORS, LLC; PRINCIPAL - ATERIAN INVESTMENT ADVISORS, LLC (RELYING ADVISER) (+1 more) | — |
| [BETHEA BRANDON CHARLES](https://search.stillhousedata.com/person/825824) | PRINCIPAL; PRINCIPAL - ATERIAN INVESTMENT MANAGEMENT, LP (RELYING ADVISER) | — |
| [NEILL JENNIFER ROSIAK](https://search.stillhousedata.com/person/853606) | CHIEF FINANCIAL OFFICER; SENIOR VICE PRESIDENT & CHIEF ACCOUNTING OFFICER, PRIVATE EQUITY | — |
| [TANSEY JAMES SCOTT](https://search.stillhousedata.com/person/860094) | TREASURER | — |
| [GONZALEZ NOEL JOSUE](https://search.stillhousedata.com/person/860384) | TAX MANAGER | — |


## Private funds (10)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| EPH REDEVELOPMENT CO-INVEST, L.P. | Real Estate Fund | Delaware | 29 | $376.8M | $5.0M |
| EDGE PRINCIPAL INVESTMENTS IV PV, L.P. | Real Estate Fund | Delaware | 8 | $245.6M | $1.0M |
| EDGE PRINCIPAL INVESTMENTS IV, L.P. | Real Estate Fund | Delaware | 124 | $183.1M | $1.0M |
| EDGE CORE INVESTMENTS I, LLC | Real Estate Fund | Delaware | 3 | $113.4M | — |
| EH&M REDEVELOPMENT CO-INVEST, L.P. | Real Estate Fund | Delaware | 51 | $81.5M | $1.0M |
| EDGE PRINCIPAL INVESTMENTS III, L.P. | Real Estate Fund | Delaware | 73 | $77.2M | $1.0M |
| ECE REDEVELOPMENT CO-INVEST L.P. | Real Estate Fund | Delaware | 31 | $24.5M | $1.0M |
| EDGE KING INVESTMENTS I, L.P. | Real Estate Fund | Delaware | 14 | $17.7M | — |
| EDGE PRINCIPAL INVESTMENTS III PV, L.P. | Real Estate Fund | Delaware | 13 | $6.9M | $1.0M |
| EDGE 80 ADAMS CO-INVEST, L.P. | Real Estate Fund | Delaware | 32 | $619K | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SAN FRANCISCO | CA | 2 | 347-502-0833 |
| NEW YORK | NY | 0 | 212-625-3456 |


## Fund service providers (2)

- custodian: EDGE FUND IV MEMBERS FEEDER, L.P.
- custodian: EPH MEMBERS FEEDER, L.P.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158273/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158273/similar
- Related entities: https://search.stillhousedata.com/firm/158273/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158273

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.