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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Michael 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
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