Pond Edge Capital, LLC is a large advisory firm based in Rye. It manages $32 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of New York.
Pond Edge Capital provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pond Edge Capital, LLC is $32 million. The firm's AUM has grown by 15900% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pond Edge Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Pond Edge Capital, LLC performs its advisory services is located at 411 Theodore Fremd Ave., Rye, NY 10580, 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 914 925-3550 or by fax 914 925-3552. The normal business hours are 9:00am-5:00pm on Monday - Friday.