Edge Focus Capital Management provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 3 private funds.
Edge Focus Capital Management reports 5 clients. They include 3 pooled investment vehicles and 2 other investment advisers. Of its assets, 11.3% ($51.1M across 3 accounts) are managed with discretion; $400M across 2 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 60% | 24% |
| Other investment advisers | 40% | 76% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $109M | 24.1% | $36.3M |
| Other investment advisers | Fewer than 5 | $342M | 75.9% | $171M |
| Total | 5 | $451M | 100% | — |
- Clients
- 3
- Regulatory AUM
- $109M
- AUM share
- 24.1%
- Avg. per client
- $36.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $342M
- AUM share
- 75.9%
- Avg. per client
- $171M
Total
- Clients
- 5
- Regulatory AUM
- $451M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
Edge Focus Capital Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Edge Focus Holdings LP owns 75% or more of Edge Focus Capital Management and is in turn owned by Amc Ef Holdings LTD. (50–75%). The leadership team of Edge Focus Capital Management includes President Frank Jones and Chief Compliance Officer Jeff Andrews. It has 22 employees, 4 of them in advisory roles.
Staff
- 22 employees
- 4 in advisory functions
- Owns 75% or more of Edge Focus Capital Management, LLC
Edge Focus Holdings LP
Control person · since July 2021
- Owns 50% to 75% of Edge Focus Holdings LP
Amc Ef Holdings LTD.
Control person · since July 2026
- Owns 50% to 75% of Amc Ef Holdings LTD.
Amc Fund GP II LP
Control person · since July 2026
- Owns 25% to 50% of Amc Fund GP II LP
Robert Diamond
Control person · since July 2026
- Owns 25% to 50% of Amc Fund GP II LP
David Schamis
Control person · since July 2026
Edge Focus GP LLC
General partner · Control person · since July 2021
- Owns 25% to 50% of Edge Focus GP LLC
Elliott Lorenz
Control person · since July 2021
- Owns 25% to 50% of Edge Focus GP LLC
Frank Jones
Control person · since July 2021
- Owns 25% to 50% of Edge Focus GP LLC
Kevin Hennessy
Control person · since July 2021
Edge Focus Capital Management’s regulatory assets grew 13.4× from $33.6M (July 2021) to $451M (September 2026); clients rose from 2 to 5 and employees from 4 to 22.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $451M | 5 | 22 | 1 |
| May 2025May 2025 | $498M | 5 | 18 | 1 |
| Mar 2024March 2024 | $151M | 4 | 14 | 1 |
| Mar 2023March 2023 | $301M | 3 | 23 | 1 |
| May 2022May 2022 | $175M | 3 | 14 | 1 |
| Jul 2021July 2021 | $33.6M | 2 | 4 | 1 |
Besides its headquarters, Edge Focus Capital Management has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 1185 Avenue of the Americas, 3rd Floor, New YorkHQ
Contact and registration details
- Legal name
- Edge Focus Capital Management, LLC
- Headquarters
- 1185 Avenue of the Americas, 3rd Floor, New York, NY 10036
- Website
- edgefocuspartners.com
- Phone
- 312-725-8901
- @edge-focus-partners
- SEC file
- 801-119377
- Structure
- Delaware LLC
- Fiscal year end
- December
Edge Focus Capital Management’s named custodians for separately managed accounts are Bank of America ($342M, 100%) and Inspira Financial ($448K, 0%). Edge Focus Capital Management has custody of $497M for 4 clients.
- Bank of AmericaBank of America · Wilmington, DE · $342M100%
- Inspira FinancialInspira Financial · Oak Brook, IL · $448K0%
What the accounts hold
- Other100%
- Investments in notes with various credit characteristics issued on various marketplace lending platforms100%
How many clients does Edge Focus Capital Management have?
Edge Focus Capital Management has 5 clients and manages $451 million for them, as of September 2026. They include 3 pooled investment vehicles and 2 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 September 2026
What services does Edge Focus Capital Management offer?
Edge Focus Capital Management provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Edge Focus Capital Management use?
Edge Focus Capital Management’s separately managed account assets are held at Bank of America (Wilmington, DE), with $342M and Inspira Financial (Oak Brook, IL), with $448K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 September 2026
How many financial advisors does Edge Focus Capital Management have?
Edge Focus Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 22 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Edge Focus Capital Management invest in?
At the end of its last fiscal year, Edge Focus Capital Management’s separately managed accounts held 100% other. The 100% other category is described as: Investments in Notes With Various Credit Characteristics Issued on Various Marketplace Lending Platforms. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Edge Focus Capital Management?
Edge Focus Capital Management is owned through a chain of holding companies by Elliott Lorenz, Frank Jones, Kevin Hennessy, Robert Diamond and David Schamis. Its direct owner is Edge Focus Holdings LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 September 2026
How does Edge Focus Capital Management get paid?
Edge Focus Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Edge Focus Capital Management?
Edge Focus Capital Management’s main office is at 1185 Avenue of the Americas, 3rd Floor, New York, NY 10036. Its phone number is 312-725-8901. Its website is edgefocuspartners.com.