Park Edge Advisors is an investment advisor in Cleveland with $384.40 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
873440073
SEC advisor number
801-125820
FINRA CRD number
317521
AUM ?
$384.40 mm
(as of 11 Apr 23)
Accounts
795
(as of 11 Apr 23)
Employees
7
(4 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Lowrie, Richard, Wayne | Chief Compliance Officer/managing Partner | 09/2021 | < 5% |
Gordillo Capital, LLC | Member | 09/2021 | 10-25% |
Lowrie Investments, LLC | Member | 09/2021 | 50-75% |
Gordillo, Matthew, Eric | Managing Member | 10/2021 | > 75% |
Lowrie, Richard, Wayne | Managing Member | 01/2017 | > 75% |
Park Edge Group LLC | Member | 09/2021 | 25-50% |
Kalish, Todd, Clark | Managing Member | 01/2018 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23