Edgemont Advisors
Edgemont Advisors is a multi-family office headquartered in Dallas. Founded in 2010, the firm structures diversified portfolios and holistic estate, tax, and philanthropic plans for affluent families, aligning independent advice with transparent fees while...
Edgemont Advisors
Edgemont Advisors is a multi-family office headquartered in Dallas. Founded in 2010, the firm structures diversified portfolios and holistic estate, tax, and philanthropic plans for affluent families, aligning independent advice with transparent fees while coordinating outside managers, legal counsel, and accountants to advance client goals—guiding multigenerational wealth through disciplined, conflict-free oversight, proactive risk management, and rigorous performance monitoring.
General information
Firm type
Multi Family Office
Year founded
2001
AUM
—
Location
Region
North America
Country
—
City
New York
Corporate office
—
Frequently asked questions
What is Edgemont Advisors?
Edgemont Advisors is a multi family office headquartered in New York.
When was Edgemont Advisors founded?
Edgemont Advisors was founded in 2001.
Where is Edgemont Advisors headquartered?
Edgemont Advisors is headquartered in New York, in the North America region.
What does Altss track for Edgemont Advisors?
Altss maintains an OSINT-verified profile of Edgemont Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Edgemont Advisors's website?
Edgemont Advisors's public website is www.edgemont.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Edgemont Advisors?
Edgemont Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Edgemont Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Edgemont Advisors?
Edgemont Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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