# NewEdge Wealth

NewEdge Wealth is a Multi Family Office based in Stamford, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Stamford, United States
- **Region:** North America
- **Address:** Stamford, CT, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** newedgewealth.com
- **LinkedIn:** https://www.linkedin.com/company/newedgewealth

## About

NewEdge Wealth was established in 2020 when EdgeCo Holdings acquired The Private Wealth Partners and rebranded the operation under the NewEdge Capital Group umbrella. Rob Sechan, Jeff Kobernick and Walter Archer, all former UBS advisors, formed the founding team. The wealth origin traces to recurring advisory and investment-management fees rather than a single operating-company exit. The firm allocates across public equities, private equity, private credit, real estate, hedge funds, infrastructure and digital assets. It executes through fund-of-funds commitments, direct co-investments and SPVs. Confirmed positions include exposure to Coinbase Global, 1Password and commercial real-estate assets such as 360 Park Avenue South. Geographic reach centers on North America with additional commitments in Europe. Investment stages span early-stage venture through late-stage growth and mature private-equity situations. NewEdge Wealth reports 12,065 million USD in assets under management according to internal records. The team includes Cameron Dawson as CIO and maintains offices beyond Stamford in New York, Atlanta and Miami. In November 2025 the firm added Justin Waterman, Sarah Silverio and Alex Shapses from Summit Trail Advisors. In March 2025 it announced an alliance with BridgePort. NewEdge Wealth sits inside EdgeCo Holdings alongside NewEdge Advisors and NewEdge Securities. This structure supplies an affiliated broker-dealer for securities execution and allows the wealth platform to operate with institutional custody and clearing infrastructure while remaining advisor-led rather than product-led.

## Sectors

- FinTech
- Digital Health
- EdTech
- AI/ML
- Cybersecurity
- Enterprise Software

## People

- Rob Sechan — CEO and Co-Founder
- Jeff Kobernick — Managing Partner and Co-Founder
- Cameron Dawson — Chief Investment Officer

## Questions

### Who runs investment decisions at NewEdge Wealth?

Cameron Dawson serves as Chief Investment Officer. Rob Sechan, Jeff Kobernick and an external Investment Advisory Board that includes Kyle Bass, Leon Cooperman and Tom Lee provide additional oversight.

### How does NewEdge Wealth source proprietary deal flow?

The firm draws on relationships formed at UBS and JP Morgan, alliances such as the 2025 BridgePort partnership, and referrals from its advisory board members.

### Is NewEdge Wealth structured as a single family office or does it operate more like a venture firm?

It functions as a multi-family office that also commits to early- and late-stage venture alongside traditional private-market strategies.

### Does NewEdge Wealth participate in fund commitments or only direct deals?

It uses both fund-of-funds commitments and direct co-investments or SPVs across private equity, private credit and venture.

### What investment stages does NewEdge Wealth typically target?

The firm covers early-stage venture, late-stage growth equity and mature private-equity situations.

### What is NewEdge Wealth's known posture on co-investments alongside external GPs?

It executes direct co-investments and SPVs in addition to fund commitments, often alongside external managers in private equity and venture.

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- [Fingerboard Family Office](https://altss.com/profile/fingerboard-family-office)
- [Ballentine Partners](https://altss.com/profile/ballentine-partners-family-office)

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Last updated: 2026-06-27T14:15:53.366Z

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