Edge Focus Capital Management, Llc
- Regulatory AUM
- $451M
- Discretionary
- $51.1M
- Clients
- 5
- Avg AUM / client
- $90.3M
- Accounts
- 5
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $109M | 24.1% |
| Other investment advisers | 2 | $342M | 75.9% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $147M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Edge Focus Alpha Fund, Lp | Hedge Fund | Delaware | $121M | 34 |
| Edge Focus High Yield Fund, Lp | Hedge Fund | Delaware | $26.3M | 69 |
| Edge Focus Paradigm Fund I, L.P. | Private Equity Fund | Delaware | $0 | 3 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hennessy, Kevin, James | Cio | May 2017 (9y) | 25% – 50% of Edge Focus Gp Llc (indirect) | |
| Jones, Frank, Christopher | Cto | May 2017 (9y) | 25% – 50% of Edge Focus Gp Llc (indirect) | |
| Lorenz, Elliott, James | Ceo | May 2017 (9y) | 25% – 50% of Edge Focus Gp Llc (indirect) | |
| Newell, Whitney, Kathryn | Cco | Jul 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Edge Focus Holdings Lp | Member And Manager | Jul 2021 | A | 75% or more |
| Edge Focus Gp Llc | General Partner | Jul 2021 | B | GP / trustee / elected manager of Edge Focus Holdings Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (3, $147M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Edge Focus Alpha Fund, Lp | Hedge Fund | $121M | $1.0M | 34 |
| Edge Focus High Yield Fund, Lp | Hedge Fund | $26.3M | $100K | 69 |
| Edge Focus Paradigm Fund I, L.P. | Private Equity Fund | $0 | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.56 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
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bank Of America, National Association $342M (76% of AUM) Mar 2026
- Millennium Trust Company, Llc $3.8M (3% of AUM) Nov 2024
- Inspira Financial $448K (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗