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 SEC-registered since 2004. The firm is listed in the FINTRX dataset with an individual owner structure and an "Unclassified" firm type. Available records characterize it as not acting as a capital allocator and not identifying as an active ESG investor. It is also not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public disclosures in the source are sparse: FINTRX supplies basic organizational attributes but does not include descriptions of the firm's advisory model, target client segments, fee schedule, or specific advisory activities. That limited public footprint constrains what can be said about Edgewater Capital’s market positioning or investment approach.

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
  • Michael Perez

    Michael Perez

    DirectorCRD 6107079

  • Christopher Kramer

    President, CCOCRD 4352074

  • Chase Hoover

    Chase Hoover

    AnalystCRD 6724039

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