Edg Management Company, LLC (Alexandria)

Name: Edg Management Company, LLC
Address: 2121 Eisenhower Ave, Alexandria, VA, 22314 5306
Telephone: 703-562-5121

Edg Management Company, LLC is a mid-sized advisory firm based in Alexandria. It manages $84.71 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Georgia and Virginia.

Edg Management Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Edg Management Company: assets under management

The assets under management (AUM) of Edg Management Company, LLC is $84.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $84.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $84.71 million each.

Edg Management Company has custody of $84.71 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Edg Management Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

What kind of clients Edg Management Company serves?

The only and largest group of clients of Edg Management Company is pooled investment vehicles with 1 clients and $84.71 million of assets under management. Among the 3 most similar advisory firms, Edg Management Company has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $84.71 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Edg Management Company also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Edg Management Company, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Stephen Eaton	Managing director	1 Jan 2010	25% - 50%	1025343
Alan Chris Dahl	Managing director	1 Jan 2010	25% - 50%	1540645
Michael Gaffney	Managing director, cco	1 Jan 2010	25% - 50%	6029459
Michael Patrick Gaffney	Member, managing director, chief compliance officer	1 Jan 2010	25% - 50%	6029459

Based in Alexandria

The principal office where Edg Management Company, LLC performs its advisory services is located at 2121 Eisenhower Ave, Alexandria, VA 22314 5306, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-562-5121. The normal business hours are 10:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at edgpartners.com/.