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 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

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
  • William Morgan

    FinOpCRD 852925

  • Christopher Kramer

    President, CCOCRD 4352074

  • Michael Perez

    Michael Perez

    DirectorCRD 6107079

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth