Edge Principal Advisors, LLC

Edge Principal Advisors, LLC is an SEC‑registered investment adviser that provides discretionary investment management to private pooled investment vehicles (the Funds), with approximately $1.127 billion in regulatory assets under management as of December 31, 2025. Its investor base is generally institutional or high‑net‑worth limited partners that meet accredited investor or qualified purchaser standards, and the Funds are structured as illiquid private equity real estate vehicles.

The firm follows a multi‑strategy opportunistic real estate approach, pursuing both debt and equity investments — including out‑of‑favor asset classes, distressed opportunities and “broken‑deal” situations — with a long‑term orientation and the use of leverage as warranted. Edge routinely structures co‑investments and side letters, negotiates transaction and portfolio company terms, and its personnel may serve on portfolio company boards to influence management and dispositions.

What is noteworthy relative to many peers is Edge’s affiliation with LS Power Development and LS Power Equity Advisors, entities engaged in power generation and transmission infrastructure, which creates cross‑sector relationships and potential shared resources or deal flow not common among primarily real‑estate managers. The brochure also discloses frequent use of co‑invest vehicles, portfolio company fees and complex financing arrangements (including EB‑5 financing and affiliate credit facilities) and describes how those arrangements and side‑letter practices can give rise to allocation and conflict‑of‑interest considerations for investors.