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EDGEWATER CAPITAL PARTNERS

INDEPENDENCE, OH · CRD 162735 · IAPD ↗ · edgewatercapital.com · 216-292-3838

$466.8MRegulatory AUM
18Advisory reps
18Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2024 — EDGEWATER CAPITAL PARTNERS crossed $500M in regulatory AUM ($366.1M -> $572.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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