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EDGE FOCUS CAPITAL MANAGEMENT, LLC

NEW YORK, NY · CRD 309884 · IAPD ↗ · 312-725-8901

$451.3MRegulatory AUM
4Advisory reps
22Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2025 — EDGE FOCUS CAPITAL MANAGEMENT, LLC reported RAUM up 229% ($151.3M -> $497.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — EDGE FOCUS CAPITAL MANAGEMENT, LLC reported RAUM down 50% ($300.8M -> $151.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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