EDGEWATER CAPITAL PARTNERS

RIASEC RegisteredEst. 2020
Total AUM
$467M
Discretionary
$467M
100% of AUM
Avg account
$117M
Accounts
4
Employees
18
Advisory reps
4

Firm details

Headquarters
INDEPENDENCE, Ohio
CRD number
162735
Registered since
February 4, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Edgewater Capital Partners is organized as an LLC and is registered with the SEC since 2020. The firm operates as a private equity fund manager and serves institutional clients. Its business activity centers on portfolio management for pooled investment vehicles, and the firm also acts as sponsor, general partner, and managing member for those vehicles. Fee arrangements include a percentage-of-assets component alongside performance-based compensation and other fee structures. The firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BRIAN LEONARD

    Managing Partner, CFO & CCOCRD 7090832

Contacts

3 of 3
  • CHRISTOPHER CHILDRES

    Managing PartnerCRD 6042984

  • RYAN MEANY

    Managing PartnerCRD 2906030

  • PETER OSTERGARD

    Managing PartnerCRD 5878701

Wealth teams

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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

INDEPENDENCE, OH

CUYAHOGA

Location

INDEPENDENCE, OH

Headquartered in INDEPENDENCE, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
5005 Rockside Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth