Investment adviser · CRD 158273

EDGE PRINCIPAL ADVISORS, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Apr 30, 2026

Regulatory AUM: $1.13B
Client accounts: 12
Employees: 11
Advisory professionals: 11

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	12	$1,127,189,831	100.0%

Filing source

Form ADV 2095111 · Apr 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

20 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

EPH REDEVELOPMENT CO-INVEST, L.P.Real Estate Fund · Last reported Apr 30, 2026$377MGross asset value

Form D fundraising filings

EPH Redevelopment Co-Invest, L.P.

Feeder funds

ECE REDEVELOPMENT CO-INVEST L.P.

Auditor EIDE BAILLY LLP DENVER, Colorado, United States

Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

EIDE BAILLY LLP
PCAOB 286

CITIBANK, N.A.
LEI E57ODZWZ7FF32TWEFA76

Fund details & source

Fund ID: 805-3449987871
Reported beneficial owners: 29
Minimum commitment: $5M
Form D file number: 021-368288
Form D file number: 021-368289

Form ADV 2095111 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EDGE PRINCIPAL INVESTMENTS IV PV, L.P.Real Estate Fund · Last reported Apr 30, 2026$246MGross asset value

Form D fundraising filings

Edge Principal Investments IV PV, L.P.

Auditor EIDE BAILLY LLP DENVER, Colorado, United States

Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

EIDE BAILLY LLP
PCAOB 286

CITIBANK, N.A.
LEI E57ODZWZ7FF32TWEFA76

Fund details & source

Fund ID: 805-3244117613
Reported beneficial owners: 8
Minimum commitment: $1M
Form D file number: 021-314302

Form ADV 2095111 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EDGE PRINCIPAL INVESTMENTS IV, L.P.Real Estate Fund · Last reported Apr 30, 2026$183MGross asset value

Form D fundraising filings

Edge Principal Investments IV, L.P.

Feeder funds

EDGE FUND IV MEMBERS FEEDER, L.P.

Auditor EIDE BAILLY LLP DENVER, Colorado, United States

Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

EIDE BAILLY LLP
PCAOB 286

CITIBANK, N.A.
LEI E57ODZWZ7FF32TWEFA76

Fund details & source

Fund ID: 805-4501719328
Reported beneficial owners: 124
Minimum commitment: $1M
Form D file number: 021-319275
Form D file number: 021-319276

Form ADV 2095111 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EDGE CORE INVESTMENTS I, LLCReal Estate Fund · Last reported Apr 30, 2026$113MGross asset value

Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CITIBANK, N.A.
LEI E57ODZWZ7FF32TWEFA76

Fund details & source

Fund ID: 805-8354878541
Reported beneficial owners: 3
Minimum commitment: $0

Form ADV 2095111 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EH&M REDEVELOPMENT CO-INVEST, L.P.Real Estate Fund · Last reported Apr 30, 2026$81.5MGross asset value

Form D fundraising filings

EH&M Redevelopment Co-Invest, L.P.

Auditor EIDE BAILLY LLP DENVER, Colorado, United States

Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

EIDE BAILLY LLP
PCAOB 286

CITIBANK, N.A.
LEI E57ODZWZ7FF32TWEFA76

Fund details & source

Fund ID: 805-7152232024
Reported beneficial owners: 51
Minimum commitment: $1M
Form D file number: 021-329418

Form ADV 2095111 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EDGE PRINCIPAL INVESTMENTS III, L.P.Real Estate Fund · Last reported Apr 30, 2026$77.2MGross asset value

Form D fundraising filings

Edge Principal Investments III, L.P.

Auditor EIDE BAILLY LLP DENVER, Colorado, United States

Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

EIDE BAILLY LLP
PCAOB 286

CITIBANK, N.A.
LEI E57ODZWZ7FF32TWEFA76

Fund details & source

Fund ID: 805-6877221104
Reported beneficial owners: 73
Minimum commitment: $1M
Form D file number: 021-225267

Form ADV 2095111 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ECE REDEVELOPMENT CO-INVEST L.P.Real Estate Fund · Last reported Apr 30, 2026$24.5MGross asset value

Form D fundraising filings

ECE Redevelopment Co-Invest, L.P.

Auditor EIDE BAILLY LLP DENVER, Colorado, United States

Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

EIDE BAILLY LLP
PCAOB 286

CITIBANK, N.A.
LEI E57ODZWZ7FF32TWEFA76

Fund details & source

Fund ID: 805-7882941011
Reported beneficial owners: 31
Minimum commitment: $1M
Form D file number: 021-342923

Form ADV 2095111 · Apr 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1700 BROADWAY, 38TH FLOOR
NEW YORK, NY, 10019-5905, United States

CRD 158273

Filing source

Form ADV 2095111 · Apr 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.