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Building 2EDGEWATER CAPITAL PARTNERS

Map pinINDEPENDENCE, OH
Phone216-292-3838
NotebookSEC #801-118018
Total AUM
$466.8M
Employees
18
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5005 ROCKSIDE ROAD
PH 1300
INDEPENDENCE
OH 44131
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
216-292-3838

ReceiptFinancials

Total AUM
$466.8M
Accounts
4
Discretionary
$466.8M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
4
AUM
$466.8M

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO COMPANY MANAGEMENT SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SEE SCHEDULE D - MISCELLANEOUS

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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