EDGE PARTNERS CAPITAL LLC
EDGE PARTNERS CAPITAL LLC is a Series C+ fund in the US investing in Fintech and wealth-management.
- Stages
- Series C+
- Sectors
- Fintech, wealth-management
- Invests in
- US-wide
- Actively investing
- Yes
- Founded
- 2015
- Assets under management
- $6.18B
Check size not disclosed
Thesis
Edge Partners Capital LLC, founded in 2015 and based in Westport, Connecticut, is a growth and expansion-focused investment firm. The firm primarily targets wealth management firms at the growth stage, aiming to scale and expand them through organic and inorganic growth strategies. Edge Partners provides both capital and operational expertise, offering end-to-end services for custom growth plan development and execution. They achieve this by increasing firm value through strategic partnerships and acquisitions. The firm's AUM is not consolidated, but filings indicate specific fund activities, with one fund having a Gross Asset Value of $32.05M. A related entity, Edge Capital Group, LLC, reported discretionary AUM of $6,175,146,386 as of June 21, 2024. The firm operates as an Exempt Reporting Adviser (ERA) with the SEC and Connecticut.
Common questions
Does EDGE PARTNERS CAPITAL LLC invest at the Series C+ stage?
Yes. EDGE PARTNERS CAPITAL LLC lists Series C+ among the stages it invests in.
Where does EDGE PARTNERS CAPITAL LLC invest?
EDGE PARTNERS CAPITAL LLC invests in the US.