Investment adviser · CRD 281846

EDGESTONE PARTNERS, INC.

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

TORONTO, Canada · Form ADV filed Apr 30, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

5 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.

EDGESTONE CAPITAL EQUITY FUND II.5, L.P.Private Equity Fund · Last reported Apr 30, 2026$21.6MGross asset value

Form D fundraising filings

EdgeStone Capital Equity Fund II.5, L.P.

Marketer UBS SECURITIES CANADA INC. TORONTO, Canada Related to adviser: No
Marketer UBS SECURITIES LLC TORONTO, Canada Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

UBS SECURITIES LLC
CRD 7654 · SEC 8-22651

Fund details & source
Fund ID
805-5062483008
Reported beneficial owners
64
Minimum commitment
$0
Form D file number
021-246502

Form ADV 2098588 · 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.

ECP POOLING, L.P.Private Equity Fund · Last reported Apr 30, 2026$9.83MGross asset value

Form D fundraising filings

ECP Pooling, L.P.

Marketer UBS SECURITIES CANADA INC. TORONTO, Canada Related to adviser: No
Marketer UBS SECURITIES LLC TORONTO, Canada Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

UBS SECURITIES LLC
CRD 7654 · SEC 8-22651

Fund details & source
Fund ID
805-6184286629
Reported beneficial owners
1
Minimum commitment
$0
Form D file number
021-246507

Form ADV 2098588 · 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.

EDGESTONE CAPITAL EQUITY FUND III.5, L.P.Private Equity Fund · Last reported Apr 30, 2019$732KGross asset value

Form D fundraising filings

EdgeStone Capital Equity Fund III.5, L.P.

Auditor DELOITTE LLP TORONTO, Canada
Marketer UBS SECURITIES CANADA INC. TORONTO, Canada Related to adviser: No
Marketer UBS SECURITIES LLC TORONTO, Canada Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

DELOITTE LLP
PCAOB 38990

UBS SECURITIES LLC
CRD 7654 · SEC 8-22651

Fund details & source
Fund ID
805-6284099344
Reported beneficial owners
76
Minimum commitment
$0
Form D file number
021-246505

Form ADV 1317442 · Apr 30, 2019 · 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.

EDGESTONE CAPITAL VENTURE FUND, L.P.Private Equity Fund · Last reported Sep 8, 2017$411KGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6835113184
Reported beneficial owners
26
Minimum commitment
$0

Form ADV 1138468 · Sep 8, 2017 · 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.

EDGESTONE CAPITAL VENTURE FUND II-US, L.P.Private Equity Fund · Last reported Apr 30, 2020$0Gross asset value
Auditor DELOITTE LLP TORONTO, Canada
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

DELOITTE LLP
PCAOB 38990

Fund details & source
Fund ID
805-2959103002
Reported beneficial owners
4
Minimum commitment
$0

Form ADV 1417055 · Apr 30, 2020 · 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

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

22 ADELAIDE ST W, #3520
TORONTO, M5H 4E3, Canada

CRD 281846

Filing source

Form ADV 2098588 · 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.