Persistent Edge Management, LLC (San Francisco)

Persistent Edge Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Persistent Edge Management: assets under management

The assets under management (AUM) of Persistent Edge Management, LLC is $215 million. The firm's AUM has grown by 12547% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $200 million in discretionary accounts and $15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $15 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Persistent Edge Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Persistent Edge Management, LLC performs its advisory services is located at 580 California Street, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-874-3560 or by fax 415-358-5877. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.persistentedge.com.

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