{
  "crd_number": 316894,
  "slug": "edge-capital-investment-management-ltd-port-purcell-tortola-316894",
  "primary_business_name": "EDGE CAPITAL INVESTMENT MANAGEMENT, LTD",
  "legal_name": "EDGE CAPITAL INVESTMENT MANAGEMENT, LTD",
  "dbas": [],
  "city": "Port Purcell, Tortola",
  "state": null,
  "country": "British Virgin Islands",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2021-09-20",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-18",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://edgecapital.xyz"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316894",
  "city_as_filed": "PORT PURCELL, TORTOLA",
  "url": "https://advisorcensus.com/firm/edge-capital-investment-management-ltd-port-purcell-tortola-316894",
  "display_name": "Edge Capital Investment Management, Ltd",
  "summary": "Edge Capital Investment Management, Ltd is an exempt reporting adviser in Port Purcell, Tortola, British Virgin Islands, filing reports since 2021. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Edge Capital Investment Management, Ltd (CRD 316894): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Edge Capital Investment Management, Ltd located?",
      "a": "Edge Capital Investment Management, Ltd's principal office is in Port Purcell, Tortola, British Virgin Islands, according to its Form ADV."
    },
    {
      "q": "How does Edge Capital Investment Management, Ltd report to regulators?",
      "a": "Edge Capital Investment Management, Ltd is an exempt reporting adviser, filing reports since 2021. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 316894."
    },
    {
      "q": "Does Edge Capital Investment Management, Ltd report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316894"
    },
    {
      "q": "What changed in Edge Capital Investment Management, Ltd's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its legal name from Edge Capital Investment Management, LLC to Edge Capital Investment Management, Ltd. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-09-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-12-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-09-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its legal name from Edge Capital Investment Management, LLC to Edge Capital Investment Management, Ltd.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/edge-capital-investment-management-ltd-port-purcell-tortola-316894.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316894",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
