Park Edge Advisors, LLC
Park Edge Advisors, LLC is a registered investment advisor headquartered in Cleveland, Ohio. The firm was formed by the merger of three experienced practices and is now wholly owned by five principals. Its heritage dates back over 70 years, serving clients spanning three and four generations. Park Edge provides asset management, financial planning, and institutional consulting to high net worth individuals, families, pension plans, and endowments. As of 2025, the firm has 8 employees with over 150 years of collective industry experience, with each principal having more than 25 years individually.
Investment Strategy
Park Edge Advisors delivers fiduciary investment advisory services focused on aligning clients’ financial plans with their long-term goals and risk tolerances. Their strategy emphasizes fiduciary duty, client-centric planning, disciplined asset allocation, and transparency. The firm offers proprietary, in-house investment strategies tailored to high net worth individuals, families, and institutional clients. Ongoing client service and adaptability to changing goals and risks are integral, with a commitment to steady, consistent, and secure portfolio management utilizing the broad experience of their advisory team.
Top Holdings
Equity Positions (143)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LECO | LINCOLN ELEC HLDGS INC | 36.42% | $157.7M | 668,580 | $144.49 | $235.83 | +$18.6M |
C CDX | SIMPLIFY EXCHANGE TRADED FUN | 3.80% | $16.5M | 719,012 | $22.86 | $22.91 | +$2.2M |
S STIP | ISHARES TR | 2.93% | $12.7M | 122,916 | $100.82 | $103.36 | +$3.1M |
I IPKW | INVESCO EXCH TRADED FD TR II | 2.65% | $11.5M | 217,595 | $49.87 | $52.69 | +$4.1M |
G GLD | SPDR GOLD TR | 2.57% | $11.1M | 31,331 | $199.09 | $355.47 | +$2.3M |