EDGEWATER CAPITAL, LLC
Firm details
- Headquarters
- SANTA ANA, California
- CRD number
- 128898
- Registered since
- April 16, 2004
- Website
- www.edgewatercapital.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5MICHAEL PEREZ
DirectorCRD 6107079
CHRISTOPHER KRAMER
President, CCOCRD 4352074
Chase Hoover
AnalystCRD 6724039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
CITIZENS JMP SECURITIES, LLC
Broker-DealerSAN FRANCISCO, CA
SIGNATURE ESTATE SECURITIES, LLC
Broker-DealerLos Angeles, CA
XNERGY FINANCIAL LLC
Broker-DealerLos Angeles, CA
GREENBRIER DIVERSIFIED, INC.
Broker-DealerBeverly Hills, CA
CETERA WEALTH SERVICES, LLC
Broker-DealerEL SEGUNDO, CA
BOURSA INVESTMENTS
Broker-DealerCHULA VISTA, CA