# Edge Focus Capital Management, LLC

> Edge Focus Capital Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 309884
- Filed as: EDGE FOCUS CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309884
- AdvisorCensus page: https://advisorcensus.com/firm/edge-focus-capital-management-llc-new-york-ny-309884

## Quick answers

**How is Edge Focus Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Edge Focus Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Edge Focus Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Edge Focus Capital Management, LLC located?**
Edge Focus Capital Management, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Edge Focus Capital Management, LLC registered with the SEC or a state?**
Edge Focus Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309884.

**How much does Edge Focus Capital Management, LLC manage?**
Edge Focus Capital Management, LLC reports $451,314,666 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (11% discretionary).

**How have Edge Focus Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Edge Focus Capital Management, LLC: Regulatory assets under management: $107,535,778 in the October 2021 data and $451,314,666 in the October 2026 data, up 320%. Total employees: 4 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Edge Focus Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); other investment advisers (2).

**Which custodians does Edge Focus Capital Management, LLC use?**
Edge Focus Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of America and Inspira Financial as custodians holding 10% or more of its separately managed account assets.

**Does Edge Focus Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309884

**What changed in Edge Focus Capital Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Generally speaking, the Firm charges fund clients a management fee of up to 1.5%. The Firm reserves the right to negotiate higher or lower management fees, or to waive such fees entirely.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bank of America
- Inspira Financial

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $451,314,666
- Discretionary: $51,082,773
- Non-discretionary: $400,231,893

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $108,956,263 |
| Other investment advisers | 2 | $342,358,403 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 22 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- edgefocuspartners.com
- LinkedIn @edge-focus-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $107,535,778 | 4 | August 31, 2021 |
| October 2022 | $174,628,841 | 14 | May 17, 2022 |
| October 2023 | $300,794,416 | 23 | March 30, 2023 |
| October 2024 | $151,261,359 | 14 | March 19, 2024 |
| October 2025 | $497,768,785 | 18 | May 9, 2025 |
| October 2026 | $451,314,666 | 22 | September 1, 2026 |

Regulatory assets under management: $107,535,778 in the October 2021 data and $451,314,666 in the October 2026 data, up 320%.
Total employees: 4 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edge Focus Capital Management, LLC (CRD 309884): Form ADV filing data as of October 2026.