Edgewater Asset Management

Overview

Edgewater Asset Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides portfolio management primarily for individuals and small businesses, serving an individual and family client base. Its fee arrangements include both asset-based fees and fixed-fee engagements. The adviser does not present itself as an active ESG investor, is not positioned as a multi-state adviser, and does not function as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives