Edgewater Capital, LLC
Firm details
- Headquarters
- Santa Ana, California
- CRD number
- 128898
- Registered since
- April 16, 2004
- Website
- www.edgewatercapital.com
Firm profile
FINTRXOverview
Edgewater Capital, LLC is organized as a limited liability company and appears in SEC registration records dating back to 2004. The ownership is listed as an individual, and the firm’s regulatory classification is unclassified. Publicly available profile fields show limited detail about business lines: client types, fee arrangements, and advisory activities are not disclosed in the FINTRX entry. The firm’s snapshot flags several negative/absent attributes: it is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant, related adviser, or newly formed adviser. Those items suggest a compact operating footprint with minimal public-facing program descriptions.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Michael Perez
DirectorCRD 6107079
Christopher Kramer
President, CCOCRD 4352074

Chase Hoover
AnalystCRD 6724039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santa Ana, CA
Orange
Location
Santa Ana, CA
Headquartered in Santa Ana, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 6 Hutton Centre Dr
- Time zone
- PT (UTC-8)
- Office locations
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