# Edgemont Advisors

Edgemont Advisors is a Multi Family Office based in Dallas, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** New York, TX, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** edgemont.com
- **LinkedIn:** https://www.linkedin.com/company/edgemont

## Regulatory record

- **CRD number:** 155143
- **Registration status:** Registered
- **Latest Form ADV filing:** 2021-04-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155143

## About

Edgemont Advisors began operations in 2001 under J.C. Snead. The firm provides portfolio construction and planning services to multiple families from its Dallas base. Investment activity centers on private equity with exposure to healthcare services, digital health, and supply chain logistics. Coverage remains limited to North America. No specific holdings or co-investors appear in available records. The firm also maintains ties to the Episcopal Diocese of Dallas and St. Mark's School of Texas through Snead's board roles. Team details list three named advisors with prior experience at Maverick Capital. No AUM figures or additional offices are recorded. Recent operational events within the last 24 months are not documented. Governance ties to church and school networks supply the primary external relationships. No separate philanthropic vehicles or succession details are disclosed.

## Sectors

- Healthcare Services
- Digital Health
- Supply Chain & Logistics

## People

- John Castles Snead — President
- Jonathan Snead — Advisor
- Stephen Snead — Advisor

## Questions

### Who runs investment decisions at Edgemont Advisors?

J.C. Snead serves as President. Jonathan Snead and Stephen Snead act as advisors with prior Maverick Capital experience.

### What asset classes does Edgemont Advisors deploy into?

Private equity forms the core exposure. Sector focus includes healthcare services, digital health, and supply chain logistics within North America.

### How is Edgemont Advisors connected to external networks?

J.C. Snead holds board roles at St. Mark's School of Texas and has served on the Episcopal Diocese of Dallas Executive Council from 2016 to 2018.

### What is the known investment stage preference at Edgemont Advisors?

Growth-stage private equity receives primary attention according to the research record.

## Related profiles

- [Eden Rock Capital Management](https://altss.com/profile/eden-rock-capital-management)
- [Edgewood Ventures](https://altss.com/profile/edgewood-ventures-verma-family-office)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/edgemont-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology