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 has been registered with the SEC since 2004. The firm is owned by an individual and is listed as an "unclassified" adviser in the available snapshot data. The record indicates Edgewater Capital does not serve as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. The firm has not provided descriptive details about its client segments, fee schedules, investment strategies, or specific advisory activities in the source material. There is no publicly supplied information on product focus, target client types, or how investment decisions are implemented.
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 5William Morgan
FinOpCRD 852925
Christopher Kramer
President, CCOCRD 4352074

Michael Perez
DirectorCRD 6107079
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
Similar firms
Polygon Capital Advisors, LLC
Broker-DealerSausalito, CA
Montminy Securities, LLC
Broker-DealerSanta Monica, CA
Centaurus Financial, Inc.
Broker-DealerAnaheim, CA
Vista Point Advisors, LLC
Broker-DealerSan Francisco, CA
Cetera Wealth Services, LLC
Broker-DealerEl Segundo, CA
Sutter Securities Clearing, LLC
Broker-DealerIrvine, CA