Edwards Capital, Llc
- Regulatory AUM
- $7.9B
- Discretionary
- $7.9B
- Clients
- 22
- Avg AUM / client
- $359M
- Accounts
- 22
- Employees
- 65
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 22 | $7.9B | 100.0% |
Private funds (19)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $5.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Flexpoint Fund Iv A, L.P. | Private Equity Fund | Cayman Islands | $1.2B | 106 |
| Flexpoint Fund Iii, L.P. | Private Equity Fund | Delaware | $1.1B | 101 |
| Flexpoint Asset Opportunity Fund Ii A, L.P. | Private Equity Fund | Cayman Islands | $566M | 35 |
| Flexpoint Pph Aggregator, Llc | Private Equity Fund | Delaware | $384M | 13 |
| Flexpoint Fund Iv B, L.P. | Private Equity Fund | Cayman Islands | $353M | 29 |
| Flexpoint Overage Fund Iv A, L.P. | Private Equity Fund | Cayman Islands | $353M | 106 |
| Flexpoint Fund Ii (Cayman), L.P. | Private Equity Fund | Cayman Islands | $246M | 95 |
| Flexpoint Fund V A, L.P. | Private Equity Fund | Cayman Islands | $213M | 96 |
| Flexpoint Special Assets Fund, L.P. | Private Equity Fund | Delaware | $167M | 92 |
| Flexpoint Fund Ii, L.P. | Private Equity Fund | Delaware | $155M | 95 |
| Flexpoint Cif Holdings, L.P. | Private Equity Fund | Delaware | $109M | 3 |
| Flexpoint Special Assets Fund Aiv (Cayman), L.P. | Private Equity Fund | Cayman Islands | $105M | 92 |
| Flexpoint Fund Iii Aiv (Cayman), L.P. | Private Equity Fund | Cayman Islands | $105M | 101 |
| Flexpoint Overage Fund Iv B, L.P. | Private Equity Fund | Cayman Islands | $102M | 29 |
| Flexpoint Fund V B, L.P. | Private Equity Fund | Cayman Islands | $56.3M | 25 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edwards, Donald, Joseph | Chief Executive Officer | Apr 2004 (22y) | ≈ 56.25% – 100% via Flexpoint Ford, Lp | |
| Haworth, Stephen, Hadley | Chief Financial Officer | Jul 2005 (21y) | Less than 5% | |
| Ackerman, Christopher, John | Managing Partner | Jan 2022 (5y) | Less than 5% | |
| Barham, Mark, Nmn | Chief Compliance Officer, Chief Administrative Officer | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Flexpoint Ford, Lp | Sole Member | Jan 2024 | A | 75% or more |
| Flexpoint Gp, Llc | General Partner | Jan 2024 | B | GP / trustee / elected manager of Flexpoint Ford, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Edwards, Donald, Joseph: 75% – 100% of Flexpoint Ford, Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (19, $5.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Flexpoint Fund Iv A, L.P. | Private Equity Fund | $1.2B | $5.0M | 106 |
| Flexpoint Fund Iii, L.P. | Private Equity Fund | $1.1B | $3.8M | 101 |
| Flexpoint Asset Opportunity Fund Ii A, L.P. | Private Equity Fund | $566M | $2.0M | 35 |
| Flexpoint Pph Aggregator, Llc | Private Equity Fund | $384M | $0 | 13 |
| Flexpoint Fund Iv B, L.P. | Private Equity Fund | $353M | $5.0M | 29 |
| Flexpoint Overage Fund Iv A, L.P. | Private Equity Fund | $353M | $5.0M | 106 |
| Flexpoint Fund Ii (Cayman), L.P. | Private Equity Fund | $246M | $0 | 95 |
| Flexpoint Fund V A, L.P. | Private Equity Fund | $213M | $1.0M | 96 |
| Flexpoint Special Assets Fund, L.P. | Private Equity Fund | $167M | $1.3M | 92 |
| Flexpoint Fund Ii, L.P. | Private Equity Fund | $155M | $1.0M | 95 |
| Flexpoint Cif Holdings, L.P. | Private Equity Fund | $109M | $0 | 3 |
| Flexpoint Special Assets Fund Aiv (Cayman), L.P. | Private Equity Fund | $105M | $0 | 92 |
| Flexpoint Fund Iii Aiv (Cayman), L.P. | Private Equity Fund | $105M | $0 | 101 |
| Flexpoint Overage Fund Iv B, L.P. | Private Equity Fund | $102M | $5.0M | 29 |
| Flexpoint Fund V B, L.P. | Private Equity Fund | $56.3M | $1.0M | 25 |
| Flexpoint Asset Opportunity Fund Ii B, L.P. | Private Equity Fund | $49.2M | $2.0M | 2 |
| Flexpoint Fund Iii Aiv (B), L.P. | Private Equity Fund | $29.3M | $0 | 1 |
| Flexpoint Overage Fund V A, L.P. | Private Equity Fund | $13.4K | $1.0M | 96 |
| Flexpoint Overage Fund V B, L.P. | Private Equity Fund | $3.5K | $1.0M | 25 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 5.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗