EDGE FOCUS CAPITAL MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $451.3M |
| Discretionary | $51.1M11% of AUM |
| Non-Discretionary | $400.2M |
| Client Accounts | 5 |
| Avg Account Size | $90.3M |
| Employees | 22 |
| Peak AUM | $497.8MMar 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $451M | 9.3% | +14.5% | +68.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $451.3M |
| Discretionary | $51.1M |
| Employees | 22 |
| Client Accounts | 5 |
Contact & Location
Address
1185 AVENUE OF THE AMERICAS
NEW YORK NY 10036
Phone
312-725-8901
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$51M
11.3% of AUM
Non-Discretionary
$400M
88.7% of AUM
Disc. mix ▼ 88.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm