Investor · Company

Edge Principal Advisors, LLC

Edge Principal Advisors, LLC is an investment manager in the United States with $1.13 bn of regulatory assets under management across all asset classes. It manages 5 real estate funds with $1.22 bn of gross assets between them.

Funds managed

5 funds managed by Edge Principal Advisors, LLC, with $1.22 bn of gross assets between them.

FundStrategyDomicileAssetsOffering
Edge Principal Investments IV PV, L.P.Real estateUnited States$0.4 bn—
Edge Principal Investments IV, L.P.Real estateUnited States$0.31 bn—
EPH Redevelopment Co-Invest, L.P.Real estateUnited States$0.29 bn—
Edge Core Investments I, LLCReal estateUnited States$0.12 bn—
Edge Principal Investments III, L.P.Real estateUnited States$0.1 bn—

Facts

FactValueSource
Name in the sourceEDGE PRINCIPAL ADVISORS, LLCSEC adviser reports (Form ADV) · record · Public domain · checked 24 Oct 2026
LocationNew YorkSEC adviser reports (Form ADV) · record · Public domain · checked 24 Oct 2026
Assets under management$1.13 bnSEC adviser reports (Form ADV) · record · Public domain · checked 24 Oct 2026
Real-asset private funds6 funds (under usd 100m, $0.19 bn gross assets)SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026
Real-asset private funds5 funds (usd 100m or more, $1.22 bn gross assets)SEC adviser reports (Form ADV) · Public domain · checked 24 Oct 2026

Research on Edge Principal Advisors, LLC.Its real-asset holdings and recent deals, and an introduction to the team: on request.

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