Edgewater Capital, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Santa Ana, California
CRD number
128898
Registered since
April 16, 2004

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Michael Perez

    Michael Perez

    DirectorCRD 6107079

  • Christopher Kramer

    President, CCOCRD 4352074

  • Chase Hoover

    Chase Hoover

    AnalystCRD 6724039

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth