AltMountain

Newedge Securities, Inc.

Private fund marketer or placement agent · 6 private funds on SEC Form ADV

Advisers' Form ADV filings name Newedge Securities, Inc. as marketer or placement agent to 6 private funds. It ranks No. 567 of 775 marketers and placement agents by number of private funds served.

Rankings

Funds served, by type

  • Hedge funds6

Where its clients are

State of the funds' U.S. advisers.

  • Texas6

Where the funds are organized

  • Cayman Islands3
  • United States3

Private funds that name Newedge Securities, Inc. (3 listed here)

Fund
Gross assets
Minimum
Owners
Adviser
CAZ GP Ownership Class D Fund, L.P.
Cayman IslandsHedge fund
Gross assets$186M
Minimum$1.0M
Owners291
AdviserCAZ Investments L.P.
CAZ GP Ownership Class F Fund, L.P.
Cayman IslandsHedge fund
Gross assets$146M
Minimum$1.0M
Owners227
AdviserCAZ Investments L.P.
CAZ GP Ownership Class B Fund, L.P.
Cayman IslandsHedge fund
Gross assets$87.5M
Minimum$1.0M
Owners214
AdviserCAZ Investments L.P.

3 more funds name Newedge Securities, Inc.: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.

Names as filed

Newedge Securities, Inc.

From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.