F
CRD: 306155
Front Edge Capital Management, LLC
Naples, FL
3129255781
$88.5M Total AUM
$88.5M Disc. AUM
-- 3Y CAGR
3 Employees
12 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2019
- Office Locations
- 2
Office Locations
-- Lakewood OH
-- Naples FL
About Front Edge Capital Management, LLC
Front Edge Capital Management, LLC is a Naples-based RIA with 2 offices. The firm has been operating for 6 years. Managing $88.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction, Wealth Planning.
Team overview
55 AVG AGE
$44.3M AVG AUM / ADVISOR
$7.4M AVG AUM / CLIENT
4.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Focus Vertex eagle Insight
Client Personas
Zenith meridian
Investment Themes
Glacier
Investment Vehicles
Meridian
Services
Catalyst Alpha vector
Owner & Executives
E
ELIZABETH HENDRICKS MURPHY
Chief Investment Officer, Portfolio Manager, President
- CRD
- --
- Ownership
- 50% but less than 75%
(298) 444-9621
catalyst.meridian@zenithcapital.com
in linkedin.com/in/eagle-vital
P
Paul Murphy
Chief Compliance Officer, Chief Investment Officer, Portfolio Manager
- CRD
- #2210569
- Ownership
- 25% but less than 50%
(683) 961-5796
element.focus@pathwaycapital.com
in linkedin.com/in/catalyst-alpha
Showing 2 of 2 owners & executives
Unlock allContacts
R
Robert Murphy
--
- CRD
- #7790329
(647) 918-8435
vital.oak@radialcapital.com
in linkedin.com/in/optima-pathway
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,519,995 | -- |
| Non-Discretionary | $188 | -- |
| Total | $88,520,183 | -- |
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Separately Managed Accounts
Total SMA Asset: $88,520,183
Equity - Exchange:
15.4% Corporate - Investment Grade:
31.2% Cash:
15.4% U.S. Government/Agency:
10.6% Municipal Bonds:
27.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,306,699,571 | 15.4% |
| Corporate - Investment Grade | $2,647,339,390 | 31.2% |
| Cash | $1,306,699,571 | 15.4% |
| U.S. Government/Agency | $899,416,588 | 10.6% |
| Municipal Bonds | $2,324,907,027 | 27.4% |
| Total | $8,485,062,147 | 100.0% |