NewEdge Wealth is an investment advisor in Stamford with $5.03 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
844661399
SEC advisor number
801-118291
FINRA CRD number
307771
AUM ?
$5.03 bn
(as of 13 Oct 22)
Accounts
6,749
(as of 13 Oct 22)
Employees
77
(39 investment advisory or research)
Office hours
Monday - Friday, 8:30AM -5:30PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Straus, John, a | President | 02/2020 | < 5% |
Down, David, John | Vice President | 02/2020 | < 5% |
Schnier, David, Jason | Chief Compliance Officer and Secretary | 02/2020 | < 5% |
Smith, Kyle, Peter | Vice President | 02/2020 | < 5% |
Banco, Joseph, Franklin | CFO and Treasurer | 02/2020 | < 5% |
Edgeco Guarantor, L.P. | Partner | 10/2020 | > 75% |
Edgeco Holdings, L.P. | Shareholder | 06/2018 | > 75% |
Edgeco Investor Holdings, L.P. | Shareholder | 06/2018 | > 75% |
Parthenon Investors V, L.P. | Partner | 06/2018 | 50-75% |
Waterfall Eden Master Fund, LTD. | Partner | 06/2018 | 25-50% |
Newedge Capital Group, LLC | Newedge Wealth, LLC Is Wholly Owned by Newedge Capital Group, LLC | 02/2020 | > 75% |
Newedge Wealth Holdings, L.P. | Shareholder | 02/2020 | > 75% |
Edgeco Investor Holdings, L.P. | Shareholder | 06/2018 | > 75% |
Edgeco Wealth Management GP, LLC | General Partner | 07/2020 | |
Edgeco Wealth Management GP, LLC | General Partner | 02/2020 | |
PCP Aggregator GP, LLC | General Partner | 03/2018 | |
Hollmann, Richard, Lewis | Vice President | 01/2022 | < 5% |
Sechan, Robert, John | Chief Executive Officer | 01/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
SC 13G
ISTAR INC.
14 Feb 23
SC 13G
ISTAR INC.
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22