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FIRM PROFILE
Overview
EDGEPOINT CAPITAL ADVISORS LLC is located at 2000 Auburn Drive, Suite 330, Beachwood, OH 44122 and was first established at Chicago, Ohio in 10/01/2000. After operating for 25 years, EDGEPOINT CAPITAL ADVISORS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of EDGEPOINT CAPITAL ADVISORS LLC’s clients are individuals and 0% of their clients are high net worth individuals. EDGEPOINT CAPITAL ADVISORS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at EDGEPOINT CAPITAL ADVISORS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access EDGEPOINT CAPITAL ADVISORS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at EDGEPOINT CAPITAL ADVISORS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for EDGEPOINT CAPITAL ADVISORS LLC Comes From
Understanding the Statistics for EDGEPOINT CAPITAL ADVISORS LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
2000 Auburn Drive, Suite 330, Beachwood, OH 44122
2000 Auburn Drive Suite 330, Beachwood, OH 44122
Small
(216) 831-2430
Ohio since 10/01/2000
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| EP HOLDCO CORP | SHAREHOLDER OF CLASS A SHARES OF EDGEPOINT CAPITAL ADVISORS LLC | ||
| KEEFE, MATTHEW FRANCIS | SHAREHOLDER OF CLASS B SHARES OF EDGEPOINT CAPITAL ADVISORS LLC | 5064000 | |
| STAFFORD, THOMAS GORDON JR | SHAREHOLDER OF CLASS B SHARES OF EDGEPOINT CAPITAL ADVISORS LLC | 4506126 | |
| HERUBIN, JOHN FELIX | MANAGING DIRECTOR/CCO | 4343060 | |
| ZUCKER, THOMAS CHARLES | PRESIDENT, FINOP |
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Advisor's working at EDGEPOINT CAPITAL ADVISORS LLC
Paul Eric Schneir
Thomas Charles Zucker
Matthew Francis Keefe
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