Form D · Hedge Fund

EDGE DISCOVERY LLC

Boston, MA · CIK 0001431721

Offering snapshot reported Feb 10, 2026 · SEC filing

Reported sold
$187M
Indefinite offering
Investors reported
107
Form D · investor count
Minimum accepted
$150K
Reported outside-investor minimum
First sale
Feb 19, 2008
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$93.5M$187MJul 22, 2025: $186,937,170.00Jul 22, 2025Feb 10, 2026: $186,937,170.00Feb 10, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 10, 2026Amendment$186,937,170$0vs Jul 22, 2025107SEC filing
Jul 22, 2025Amendment$186,937,170No comparisonNot reportedSEC filing
Dec 6, 2024Amendment$186,937,170$3,001,980vs Mar 23, 2023107SEC filing
Mar 23, 2023Amendment$183,935,190-$31,450,085vs Apr 15, 2022101SEC filing
Apr 15, 2022Amendment$215,385,275$42,282,566vs Apr 20, 2020102SEC filing
Apr 14, 2021Amendment$173,352,709$250,000vs Apr 20, 202086SEC filing
Apr 20, 2020Amendment$173,102,709$2,799,999vs Apr 25, 201985SEC filing
Apr 25, 2019Amendment$170,302,710$98,061,565vs Apr 26, 201885SEC filing
Apr 26, 2018Amendment$72,241,145$5,663,920vs Apr 26, 201732SEC filing
Apr 26, 2017Initial$66,577,225No comparison35SEC filing
Mar 10, 2016Initial$75,275,240No comparison29SEC filing
Mar 9, 2015Initial$120,592,339No comparison47SEC filing
Mar 5, 2014Initial$106,509,763No comparison50SEC filing
Mar 6, 2013Initial$102,433,433No comparison45SEC filing
Mar 8, 2012Initial$109,494,112No comparison41SEC filing
Mar 9, 2011Initial$117,856,389No comparison48SEC filing
Mar 9, 2010Initial$75,650,000No comparison35SEC filing
Apr 2, 2008PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-285514

Source: Form D, filed Feb 10, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

EDGE DISCOVERY, LLC

Investment adviser: SCS CAPITAL MANAGEMENT LLC

Gross asset value
$83.3M
Beneficial owners
36
ADV minimum commitment
$150K

Reported in Form ADV on Jul 14, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY ENGLEWOOD, Colorado, United States
Custodian MANUFACTURERS AND TRADERS TRUST COMPANY BUFFALO, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY
PCAOB 673

MANUFACTURERS AND TRADERS TRUST COMPANY
LEI WWB2V0FCW3A0EE3ZJN75

Filing source

Form ADV 2119435 · Jul 14, 2026 · Schedule D 7.B.(1), fund 805-8774470311

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Antony Abbiati Executive
Noel Barnes Executive
Lamar Whitworth Davis Director
William De Butts Executive
N/A Edge Advisors Llc Promoter
N/A Edge Capital Group, Llc Promoter
Rick Joseph Floress Director
Richard Joseph Floress Executive
Julius Peek Garlington Executive
Stephen Halkos Director
Gordon Huntington Harper Promoter
Hunt Huntington Harper Promoter
Paul R.P. Izlar Executive
Mary C. Johnston Executive
Henry Jones Executive
Harry Jones Director
Barrett Karvis Executive
Elizabeth Giordano Mackie Promoter
William Albert Maner Executive
Kendrick Ware Mattox Executive
Albert Amis Rayle Executive
Paul Robertson Promoter
Dennis Sabo Director
N/A Scs Capital Management, Llc Promoter
William Skeean Executive
Marcelo Vedovatto Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
888 Boylston Street Suite 1000
Boston, MA, 02199