# SHARPEDGE FINANCIAL

SHARPEDGE FINANCIAL is an Asset Manager based in Southlake, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Southlake, United States
- **Region:** North America
- **Address:** Huntersville, NC, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** sharpedgefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/joelgchouinard

## Regulatory record

- **CRD number:** 331971
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331971

## About

SHARPEDGE FINANCIAL is a state-registered investment adviser in SOUTHLAKE, TX. The firm manages $10 million in regulatory assets, $6 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Secondaries & Special Situations

## People

- Todd M. Schwartz — Founder and CEO

## Questions

### Who runs investment decisions at SHARPEDGE FINANCIAL?

Todd M. Schwartz, the founder and CEO, chairs the investment committee and personally signs off on every credit decision. Prior to SHARPEDGE, Schwartz ran MBS Capital, a private real estate debt and equity platform. The firm discloses no external investment committee, advisory board, or institutional LP governance that constrains his underwriting authority.

### How does SHARPEDGE FINANCIAL source its deal flow?

The firm sources directly from regional companies, community banks, boutique investment banks, and accounting firms in the Southeast and selected Midwest markets. Schwartz's historical network from MBS Capital provides proprietary access to borrowers that fall below the minimum deal size of larger direct lenders. The firm does not participate in broad auction processes; most transactions are bilaterally negotiated.

### Is SHARPEDGE structured as a fund manager or does it syndicate each deal separately?

SHARPEDGE operates on a syndicated deal-by-deal model rather than raising blind-pool commingled funds. Schwartz underwrites each transaction and then syndicates participation to a closed network of family offices and regional institutional co-investors. This structure means the firm has no vintage-year deployment pressure and can pause activity entirely when market conditions deteriorate.

### What investment stages and hold sizes does SHARPEDGE typically target?

Direct lending targets established lower-middle-market companies with typical hold sizes between $2 million and $15 million. The firm structures first-lien, unitranche, and mezzanine positions for growth capital, acquisitions, and refinancings. Real estate bridge and construction loans fall into a similar range, concentrated in multifamily and mixed-use projects. The secondaries practice acquires tail-end LP interests and non-performing loan portfolios at varying sizes, often through negotiated bulk purchases from regional banks.

### Which geographies does SHARPEDGE cover?

The core footprint is the Southeastern United States, particularly the Carolinas, Georgia, Tennessee, and Florida, which aligns with Schwartz's decades of regional deal experience. The firm will selectively pursue Midwest opportunities where existing banking relationships generate referrals. SHARPEDGE has not disclosed any international activity.

### Who co-invests alongside SHARPEDGE FINANCIAL?

The firm maintains a closed network of co-investors that it describes as predominantly family offices and regional institutions, though it does not name specific participants publicly. Schwartz has stated the network includes investors from his MBS Capital relationships and new groups introduced through intermediaries. The firm does not market broadly to institutional allocators or maintain a capital-raising team.

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

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