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Data / Investment advisers / New York / Edge Focus Capital Management, LLC

Edge Focus Capital Management, LLC, New York, NY: $451 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Edge Focus Capital Management, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $451 million in regulatory assets under management in its Form ADV filed September 1, 2026. Its clients include other investment advisers and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.

The request: Watch Edge Focus Capital Management, LLC (CRD number 309884): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
309884
SEC file number
801-119377
SEC status
Approved, effective September 2, 2020
Main office
1185 Avenue of the Americas 3rd Floor, New York, NY 10036
Phone
(312) 725-8901
Regulatory AUM
$451,314,666 in the Form ADV filed September 1, 2026
Discretionary AUM
$51,082,773
Non discretionary AUM
$400,231,893
Accounts
5
Employees
22, of which 4 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, performance based fees
Private funds
3: 2 hedge funds, 1 private equity fund
Gross assets of private funds
$108,956,263
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
September 1, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Other investment advisers2$342.4 million
Pooled investment vehicles3$109 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$451.3 millionMarch 31, 2026
December 1, 2025$497.8 millionMay 9, 2025

Other advisers in New York

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.