$10.6M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 05-18-2018
- Office Locations
- 1
Office Locations
-- Great Neck NY
About Pledge Capital LLC
Pledge Capital LLC is a boutique Great Neck, NY RIA serving retail clients, including entrepreneurs, with a risk-managed equity approach. The team tracks a 100-stock “compounders” universe and builds concentrated, high-conviction positions around defined catalysts to seek outperformance while limiting downside. Regulatory filings indicate portfolios are implemented primarily using equity ETFs (with some cash).
Team overview
35 AVG AGE
$10.6M AVG AUM / ADVISOR
$235.8K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Eagle
Client Personas
Glacier
Investment Themes
Peak horizon
Investment Vehicles
Prime timber
Services
Fusion
Technology
Foundation eagle
Owner & Executives
E
EDWARD CHANG
Chief Compliance Officer, Managing Partner, Portfolio Manager
- CRD
- #6277288
- Ownership
- 75% or more
(572) 275-7801
fusion.frontier@glaciercapital.com
in linkedin.com/in/vector-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,266,213 | -- |
| Non-Discretionary | $344,845 | -- |
| Total | $10,611,058 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,611,058
Equity - Exchange:
60.0% Cash:
40.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,773,521,881 | 60.0% |
| Cash | $1,182,347,921 | 40.0% |
| Total | $2,955,869,802 | 100.0% |