Eden Global Advisors Llc
- Regulatory AUM
- $286M
- Discretionary
- $286M
- Clients
- 3
- Avg AUM / client
- $95.2M
- Accounts
- 3
- Employees
- 22
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $286M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $226M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Eden Global Investments L.P. | Private Equity Fund | Delaware | $214M | 4 |
| Eden Relationship Capital L.P. | Private Equity Fund | Delaware | $12.1M | 4 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dwek, David, M. | Chief Executive Officer | Nov 2020 (6y) | Less than 5% | |
| Dwek, Perah, L. | Trustee | Nov 2020 (6y) | GP / trustee / elected manager of Dwek 2020 Trust (indirect) | |
| Nasser, Yoseph, Y. | Trustee | Nov 2020 (6y) | GP / trustee / elected manager of Dwek 2020 Trust (indirect) | |
| Kopel, Reuben | Chief Compliance Officer | Nov 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Eden Global Partners Llc | Member | Nov 2021 | A | 75% or more |
| Dwek 2020 Trust | Member | Nov 2020 | B | ≈ 28.13% – 75% via Jarad Llc |
| Jarad Llc | Member | Jan 2021 | B | ≈ 37.5% – 75% via Eden Global Partners Llc |
| Generational Investment Ventures, Llc | Member | Feb 2021 | B | ≈ 37.5% – 75% via Eden Global Partners Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dwek 2020 Trust: 75% – 100% of Jarad Llc × 50% – 75% of Eden Global Partners Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Jarad Llc: 50% – 75% of Eden Global Partners Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Generational Investment Ventures, Llc: 50% – 75% of Eden Global Partners Llc × 75% – 100% direct ≈ 37.5% – 75% 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 (2, $226M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Eden Global Investments L.P. | Private Equity Fund | $214M | $0 | 4 |
| Eden Relationship Capital L.P. | Private Equity Fund | $12.1M | $0 | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.51 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗