EDGESTONE PARTNERS, INC.
Adviser information for EDGESTONE PARTNERS, INC. last updated from Form ADV on April 28th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | JANUARY |
| Legal Location | Canada |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
22 ADELAIDE ST W#3520
TORONTO
Canada
Monday - Friday, 9 AM - 5 PM
Tel: 416-860-3740, Fax: 416-860-9838
Websites
Chief Compliance Officer
OLGA MCRAE
22 ADELAIDE ST W
#3520
TORONTO
Canada
Tel:
4168603773
O*****@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ECP POOLING, L.P. | Private Equity Fund | $11.3M | $0.0M | 1 |
| EDGESTONE CAPITAL EQUITY FUND II.5, L.P. | Private Equity Fund | $22.9M | $0.0M | 64 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EPI HOLDINGS PARTNERSHIP | Foreign Entity | – | SHAREHOLDER | 06/2006 | > 75% |
| PALTER, GILBERT, SAMUEL | Individual | – | CHIEF INVESTMENT OFFICER/MANAGING PARTNER | 04/2006 | 25-50% |
| Marshall, Stephen, Oakland | Individual | – | MANAGING PARTNER/CHIEF OPERATING OFFICER | 08/2015 | 25-50% |
| Duboc, Samuel, Livingston | Individual | – | INVESTMENT PARTNER | 08/2015 | < 5% |
| Marshall, Stephen, Oakland | Individual | EPI HOLDINGS PARTNERSHIP | PARTNER | 06/2006 | 25-50% |
| PALTER, GILBERT, SAMUEL | Individual | EPI HOLDINGS PARTNERSHIP | PARTNER | 06/2006 | 25-50% |
| Duboc, Samuel, Livingston | Individual | EPI HOLDINGS PARTNERSHIP | PARTNER | 09/2015 | |
| Babalow, Tanya | Individual | – | VICE PRESIDENT FINANCE | 08/2015 | < 5% |
| Duboc, Diana, Claire | Individual | EPI HOLDINGS PARTNERSHIP | PARTNER | 06/2006 |