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EDGE CAPITAL GROUP, LLC
ATLANTA, GA
404-890-7707
SEC #801-113638Total AUM
$6.4B
Employees
41Clients
327Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3333 RIVERWOOD PARKWAY
SUITE 350
ATLANTA
GA 30339
United States
SUITE 350
ATLANTA
GA 30339
United States
Operating Hours
8:30 AM - 6:00 PM
Monday - Friday
Monday - Friday
Phone
404-890-7707
Other Offices
5
Financials
Total AUM
$6.4B
Accounts
3,299Discretionary
$6.2B
Accounts
3,219Non-Discretionary
$210.4M
Accounts
80
Clients
Individual Clients
5AUM
$3M
HNW Individual Clients
295AUM
$5.8B
Investment Company Clients
1AUM
$66.4M
Pooled Vehicle Clients
2AUM
$79.9M
Charitable Organization Clients
12AUM
$277.3M
Government Entity Clients
2AUM
$70.5M
Investment Advisor Clients
3AUM
$16.5M
Corporation or Business Clients
6AUM
$107.5M
Other Clients
1AUM
$893.4K
Description of Other Clients
PRIVATE FUNDS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
CONSULTING SERVICES, FAMILY OFFICE SERVICES, INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTDCDEFLGAINKSKYLAMAMSNCNJNMNVNYOHOKPASCTNTXVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.