# Edge Principal Advisors, LLC

> Edge Principal Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 158273
- Filed as: EDGE PRINCIPAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158273
- AdvisorCensus page: https://advisorcensus.com/firm/edge-principal-advisors-llc-new-york-ny-158273

## Quick answers

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

**How much does Edge Principal Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 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 Principal Advisors, LLC located?**
Edge Principal Advisors, LLC's principal office is in New York, NY, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Edge Principal Advisors, LLC registered with the SEC or a state?**
Edge Principal Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158273.

**How much does Edge Principal Advisors, LLC manage?**
Edge Principal Advisors, LLC reports $1,127,189,831 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**How have Edge Principal Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Edge Principal Advisors, LLC: Regulatory assets under management: $1,345,492,310 in the October 2021 data and $1,127,189,831 in the October 2026 data, down 16%. Total employees: 18 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Edge Principal Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12).

**Does Edge Principal Advisors, 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/158273

**Does Edge Principal Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "The minimum commitment that will be accepted from a new investor in the Funds is $1,000,000. The General Partner of each Fund generally is permitted, in its discretion, to waive or reduce minimums."

**What changed in Edge Principal Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,348,317,368 to $1,127,189,831 (-16%). Employees performing advisory functions went from 12 to 11.

## 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 27, 2026)

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

> The Funds pay Edge a management fee up to 1.5% of the aggregate commitment of each investor, which is collected quarterly in advance, with the exception of Edge Core Investments I, LLC and Edge 80 Adams Co-Invest, L.P. which currently do not pay a management fee.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The minimum commitment that will be accepted from a new investor in the Funds is $1,000,000. The General Partner of each Fund generally is permitted, in its discretion, to waive or reduce minimums.

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

### Regulatory assets under management (Item 5.F)
- Total: $1,127,189,831
- Discretionary: $1,127,189,831
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $1,127,189,831 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 11 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- New York, NY
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- edgepe.com
- LinkedIn @EDGE-PRINCIPAL-ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,345,492,310 | 18 | April 28, 2021 |
| October 2022 | $1,479,555,116 | 19 | April 27, 2022 |
| October 2023 | $1,469,477,427 | 19 | April 26, 2023 |
| October 2024 | $1,404,306,159 | 14 | April 24, 2024 |
| October 2025 | $1,348,317,368 | 13 | May 1, 2025 |
| October 2026 | $1,127,189,831 | 11 | April 30, 2026 |

Regulatory assets under management: $1,345,492,310 in the October 2021 data and $1,127,189,831 in the October 2026 data, down 16%.
Total employees: 18 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,348,317,368 to $1,127,189,831 (-16%).
- Employees performing advisory functions went from 12 to 11.

### January 2026
- No longer lists an office in New York, NY.

### November 2025
- Added an office in New York, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edge Principal Advisors, LLC (CRD 158273): Form ADV filing data as of October 2026.