Edgewater Management Partners LLC

Overview

Edgewater Management Partners LLC is an independent, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm operates under a limited liability company structure and reports charging performance-based fees as part of its client arrangements. It does not represent itself as an active ESG investor, is not organized as a multi-state adviser, and does not identify as a pension consultant or related adviser to another registered firm. The firm’s client base is oriented to individual and family investors. Advisory activity centers on discretionary portfolio management rather than acting as a capital allocator to other managers. Ownership is listed as individual, and the business classification is an independent RIA.

Assets & Accounts

Investments & Alternatives