Park Edge Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cleveland, OH. Its latest Form ADV filing, dated March 11, 2026, reports $523M in regulatory assets under management, 8 employees, 3 offices, and 900 accounts.
Top client segmentIndividuals represent 64.2% of total clients.
Top client categories% of clientsClients
1
Individuals
64.2%
212
2
HNWI
30.3%
100
3
Corporations
3.6%
12
4
Pension Plans
1.2%
4
5
Charitable
0.6%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$523Mas of March 11, 2026
Discretionary67.1%
$351M
67% of total RAUM67.1%
Non-discretionary32.9%
$172M
33% of total RAUM32.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$523M
Total Accounts900
10Y AUM Change+$523M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee41:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.