← Tributary

EDGEWATER SERVICES, LLC

CHICAGO, IL · CRD 159926 · IAPD ↗ · edgewaterfunds.com · 312-649-5666

$2.84BRegulatory AUM
25Advisory reps
25Employees
0Clients
n/aPlanning clients
34Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2024 — EDGEWATER SERVICES, LLC reported RAUM up 84% ($1.60B -> $2.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.