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Edge Portfolio Management, LLC
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Overview Share
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Wheaton, Illinois
$230.2 million AUM
1 office

Edge Portfolio Management, LLC is based in Wheaton, Illinois and has $230.2 million in assets under management.

Location
1776 South Naperville Road
Suite 102A
Wheaton, IL 60189
$230.2 million
AUM
7
Employees
AUM Share
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$230,215,680
Assets under management
465 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 66 $15,753,549 7% $238,690
High net worth individuals 98 $209,236,289 91% $2,135,064
Pension and profit sharing plans Fewer than 5 clients $859,350
Charitable organizations Fewer than 5 clients $3,887,644
Other corporations or businesses Fewer than 5 clients $478,848
Employees Share
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7
Employees
6
Investment analysts
86% of total employees
AUM per employee Share
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$230,215,680
Assets under management
$32,887,954
AUM per employee
$38,369,280
AUM per investment analyst
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Compensation

Edge Portfolio Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Performance-based fees
Services offered

Edge Portfolio Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 136,426
SEC number 801-64547
Legal structure Limited Liability Company
Legal governance Illinois, United States
Latest ADV filing date May 28, 2020

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Edge Portfolio Management, LLC
Fund: $230,215,680