EDGEBROOK INVESTMENTS, LLC

Overview

Edgebrook Investments, LLC is organized as a limited liability company that operates primarily as a private equity fund adviser to institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and for businesses or other institutions, with a fee model combining a percentage of assets under management and performance-based fees. Edgebrook is not flagged as an active ESG investor and does not report multi-state adviser status. Its footprint and reported asset base indicate a small, tightly focused manager that concentrates resources into private equity strategies while maintaining a limited public-funds allocation for liquidity and transitional purposes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices