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Park Edge Advisors, LLC

● SEC registered since 2022CRD 317521SEC# 801-125820Cleveland, OH
Export (members)
Reg. AUM
$438.1M
Employees
8
Accounts
821
Location
Cleveland, OH

Park Edge Advisors, LLC assets under management

Park Edge Advisors, LLC is an investment advisory firm registered with the SEC based in Cleveland, OH. The firm has been registered since 2022. It reports $438.1 million in regulatory assets under management and employs 8 people.
parkedgeadvisors.comView on SEC.gov ↗

Park Edge Advisors, LLC owners & executives

11 reported
NameTitleOwnershipSince
Gordillo Capital, LLCOwner10-25%2021
Kar Planning LLC ControlOwner5-10%2024
Lowrie Investments, LLC ControlOwner25-50%2021
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Frequently asked questions

How much does Park Edge Advisors, LLC manage?

Park Edge Advisors, LLC reports $438.1 million in regulatory assets under management on its Form ADV.

How many employees does Park Edge Advisors, LLC have?

Park Edge Advisors, LLC reports 8 employees.

Where is Park Edge Advisors, LLC located?

Park Edge Advisors, LLC is based in Cleveland, OH and has been SEC-registered since 2022.

Does Park Edge Advisors, LLC disclose fund performance?

Park Edge Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2360 W 11th St, Cleveland, OH 44113
Phone(216) 727-0144
FaxN/A
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$308.1M
Non-discretionary$130M
Total (RAUM)$438.1M