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Edge Shift Capital LLC (New York)


Edge Shift Capital LLC is a large advisory firm based in New York. It manages $153.94 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013.

Edge Shift Capital provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Edge Shift Capital: assets under management

The assets under management (AUM) of Edge Shift Capital LLC is $153.94 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $153.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $153.94 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Edge Shift Capital LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Edge Shift Capital LLC performs its advisory services is located at 57 West 57 Th Street, New York, NY 10019 The mailing address of the firm is 228 Park Ave S #76725, New York, NY 10003. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-681-8220 or by fax 646-681-8221. The normal business hours are by appointment on Monday - Friday.


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