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 is owned by an individual. Publicly available dataset fields for the firm are sparse: classification is listed as unclassified, and the record indicates the firm does not identify as a capital allocator, an ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset does not include descriptions of the firm's client segments, fee schedules, specific business activities, or the advisory services it offers.
Assets & Accounts
Location & Offices
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 5William Morgan
FinOpCRD 852925
Christopher Kramer
President, CCOCRD 4352074

Michael Perez
DirectorCRD 6107079
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
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