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 registered with the SEC since 2004. The firm is held by an individual owner and is classified in FINTRX as "Unclassified." Available profile fields indicate the firm is not identified as a capital allocator, not an active ESG investor, not a multi‑state adviser, not a pension consultant, not newly formed, and not listed as a related adviser. The public profile for the firm contains very limited operational detail: fields for client base, fee structure, business activities, and advisory activities are blank in the FINTRX snapshot. That lack of disclosure constrains any assessment of investment approach, target client segments, or service model from this dataset alone.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • MICHAEL PEREZ

    DirectorCRD 6107079

  • CHRISTOPHER KRAMER

    President, CCOCRD 4352074

  • Chase Hoover

    AnalystCRD 6724039

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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