LP Profile

New Edge Wealth

Asset ManagerDarien, United States
$4.0B
Assets Under Management
Darien
Headquarters
Investment Focus

About New Edge Wealth

NewEdge Wealth is a business built upon a foundation of safety, objectivity, differentiated technology, and the in-house intellectual capital capability and customer services experience our clients have come to expect.Everything we have done over the years has been aimed at identifying the best products, creating the best solutions, and providing the best advice in investments, credit, and financial planning.NewEdge Wealth is a continuation of this commitment to our clients and their families.

Preferred Investment Types

Investment FundsPrivate EquityVenture CapitalJoint Venture/Partner

Preferred Sectors & Themes

AI/Robotics/Machine LearningAugmented & Virtual Reality (AR & VR)Big DataCloud InfrastructureCybersecurityDeepTechDigital TechnologyIoT TechnologySaaSOptions TradingFixed Income/Debt SecuritiesEquity/Mutual FundsConservative AllocationEquity SecuritiesCapital Markets TechnologyEmerging TechnologyFinanceTraditional Investments (Liquid Assets)

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to New Edge Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$19.9B
Total Clients
19,593
Filing Date
April 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to New Edge Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more asset managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is New Edge Wealth?

New Edge Wealth is a asset manager based in Darien, United States, managing approximately $4.0B in assets.

Where is New Edge Wealth headquartered?

New Edge Wealth is headquartered in Darien, United States.

How much does New Edge Wealth manage?

New Edge Wealth manages approximately $4.0B in assets under management.

What does New Edge Wealth invest in?

New Edge Wealth focuses on Investment Funds, Private Equity, Venture Capital, Joint Venture/Partner, AI/Robotics/Machine Learning, Augmented & Virtual Reality (AR & VR), Big Data, Cloud Infrastructure.

How can I contact New Edge Wealth?

Verified contact details, key decision-makers, and investment preferences for New Edge Wealth are available on LPbacked. Create a free account to access them.