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EDGEWATER CAPITAL PARTNERS

EDGEWATER CAPITAL MANAGEMENT, LLC

CRD 162735 · SEC 801-118018

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5005 ROCKSIDE ROAD, PH 1300, INDEPENDENCE, OH, 44131, United States

Phone

216-292-3838

Fax

216-292-3879

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$466.8M

Discretionary AUM

$466.8M

Team

18 total employees; 18 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees; SEE SCHEDULE D - MISCELLANEOUS

Org form

Limited Liability Company

Filing date

2026-05-21

Disciplinary history

No

Services

Portfolio management (pooled vehicles)PORTFOLIO COMPANY MANAGEMENT SERVICES

Client types

TypeClientsAUM
Pooled investment vehicles4$466.8M

States served

OH

All web addresses on file

Official SEC filing: View on IAPD