Edge Principal Advisors, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 12
- Avg AUM / client
- $93.9M
- Accounts
- 12
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $1.1B | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $1.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Edge Principal Investments Iv Pv, L.P. | Real Estate Fund | Delaware | $396M | 8 |
| Edge Principal Investments Iv, L.P. master | Real Estate Fund | Delaware | $312M | 124 |
| Eph Redevelopment Co Invest, L.P. master | Real Estate Fund | Delaware | $288M | 29 |
| Edge Core Investments I, Llc | Real Estate Fund | Delaware | $120M | 3 |
| Edge Principal Investments Iii, L.P. | Real Estate Fund | Delaware | $104M | 73 |
| Eh&M Redevelopment Co Invest, L.P. | Real Estate Fund | Delaware | $92.8M | 51 |
| Edge Principal Investments Ii, L.P. | Real Estate Fund | Delaware | $35.8M | 43 |
| Ece Redevelopment Co Invest L.P. | Real Estate Fund | Delaware | $28.3M | 31 |
| Edge King Investments I, L.P. | Real Estate Fund | Delaware | $17.4M | 14 |
| Edge Principal Investments Iii Pv, L.P. | Real Estate Fund | Delaware | $9.7M | 13 |
| Edge 80 Adams Co Invest, L.P. | Real Estate Fund | Delaware | $1.1M | 32 |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kapadia, Darpan, Subhash | Executive Vice President Edge Principal Advisors, Llc | Mar 2008 (18y) | Less than 5% | |
| Mallah, Evan, Michael | Principal Edge Principal Advisors, Llc | Mar 2008 (18y) | Less than 5% | |
| Walker, Jeffrey, (Nmn) | Principal Edge Principal Advisors, Llc | Mar 2008 (18y) | Less than 5% | |
| Wade, Jeffrey, Paul | General Counsel And Chief Compliance Officer | Feb 2012 (15y) | Less than 5% | |
| Edelstein, Shimon, Bezalel | Executive Vice President, Tax | Sep 2015 (11y) | Less than 5% | |
| Segal, Paul, (Nmn) | Member/Owner And Manager Of Tiber Captial Partners, Llc | Dec 2019 (7y) | ≈ 18.75% – 50% via Tiber Capital Partners, Llc | |
| Segal, Theodore, Zellie | Member/Owner Of Tiber Capital Partners, Llc | Dec 2019 (7y) | ≈ 18.75% – 50% via Tiber Capital Partners, Llc | |
| Neill, Jennifer, Rosiak | Chief Financial Officer | Mar 2020 (6y) | Less than 5% | |
| Tansey, James, Scott | Treasurer | Mar 2020 (6y) | Less than 5% | |
| Ross, Matthew, Scott | Managing Director | Mar 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tiber Capital Partners, Llc | Member/Owner Edge Principal Advisors, Llc | Dec 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Segal, Paul, (Nmn): 25% – 50% of Tiber Capital Partners, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Segal, Theodore, Zellie: 25% – 50% of Tiber Capital Partners, Llc × 75% – 100% direct ≈ 18.75% – 50% 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 (11, $1.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Edge Principal Investments Iv Pv, L.P. | Real Estate Fund | $396M | $1.0M | 8 |
| Edge Principal Investments Iv, L.P. | Real Estate Fund | $312M | $1.0M | 124 |
| Eph Redevelopment Co Invest, L.P. | Real Estate Fund | $288M | $5.0M | 29 |
| Edge Core Investments I, Llc | Real Estate Fund | $120M | $0 | 3 |
| Edge Principal Investments Iii, L.P. | Real Estate Fund | $104M | $1.0M | 73 |
| Eh&M Redevelopment Co Invest, L.P. | Real Estate Fund | $92.8M | $1.0M | 51 |
| Edge Principal Investments Ii, L.P. | Real Estate Fund | $35.8M | $1.0M | 43 |
| Ece Redevelopment Co Invest L.P. | Real Estate Fund | $28.3M | $1.0M | 31 |
| Edge King Investments I, L.P. | Real Estate Fund | $17.4M | $0 | 14 |
| Edge Principal Investments Iii Pv, L.P. | Real Estate Fund | $9.7M | $1.0M | 13 |
| Edge 80 Adams Co Invest, L.P. | Real Estate Fund | $1.1M | $0 | 32 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 3.45 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
Services
- • Portfolio management for pooled investment vehicles
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: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗