Edge Natural Resources LLC
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Overview
Edge Natural Resources LLC is a financial advisory firm located in Dallas, Texas. The firm controls $1.5 billion in total assets throughout five client accounts, placing it among the biggest investment advisory firms in the United States by assets under management (AUM). The company has a small group, including 8 financial advisors. Edge Natural Resources LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as options, stocks and bonds.
Edge Natural Resources LLC administers all of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell choices for the client's account without requiring client permission. Edge Natural Resources LLC manages roughly $309.3 million in assets for every account. An average financial advisor at Edge Natural Resources LLC manages fewer than one client account, making it one of the most personalized advisor firms in the country.
Edge Natural Resources LLC's headquarters is located at 5950 Berkshire Lane, Dallas, Texas 75225. The company is legally registered to serve customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Edge Natural Resources LLC by the Numbers
$1.5 billion
15
5
$309.3 million
Fee Structure
Financial advisory fees typically depend on which services the firm provides the client. Fees charged by Edge Natural Resources LLC most likely consist of any combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Edge Natural Resources LLC caters to pooled investment vehicles. Out of its five accounts, Edge Natural Resources LLC's largest client by number of accounts is pooled investment vehicles. None of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Edge Natural Resources LLC does not have any disclosures.
Please visit its Form ADV for more details.
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