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EDGE PRINCIPAL ADVISORS, LLC

NEW YORK, NY · CRD 158273 · IAPD ↗ · 212-547-4380

$1.13BRegulatory AUM
11Advisory reps
11Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
December 2025 — EDGE PRINCIPAL ADVISORS, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2024 — EDGE PRINCIPAL ADVISORS, LLC shrank from 17 to 13 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.