# Edgehelm Financial

Edgehelm Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 305015
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305015

## About

EDGEHELM FINANCIAL is a state-registered investment adviser in Nashville, TN. The firm manages $63 million in regulatory assets, $1 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Does Edgehelm Financial participate in fund commitments or only direct deals?

The firm's deployment preferences between direct deals and fund commitments are not publicly disclosed. No LP commitments have been reported through regulatory filings or secondary sources.

## Related profiles

- [Edgar Investment Management](https://altss.com/profile/edgar-investment-management-llc)
- [Edvestment Solutions](https://altss.com/profile/edvestment-solutions-llc)

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Last updated: 2026-07-06T01:24:15.680Z

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