EDGEWATER CAPITAL PARTNERS
EDGEWATER CAPITAL MANAGEMENT, LLC Legal Name
Adviser information for EDGEWATER CAPITAL PARTNERS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 19 |
|---|---|
| Investment Advisory/Research | 17 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $572.1M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $572.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $572.1M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPORTFOLIO COMPANY MANAGEMENT SERVICES |
|---|---|
| Compensation | % of AUMPerformance-based feesSEE SCHEDULE D - MISCELLANEOUS |
Identifiers
| SEC RIA File Number | 801-118018 |
|---|---|
| SEC ERA File Number | 801-118018 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162735 |
| Legal Entity Identifier | None |
Principal Office
5005 ROCKSIDE ROADPH 1300
INDEPENDENCE
OH
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 216-292-3838, Fax: 216-292-3879
Chief Compliance Officer
BRIAN LEONARD
MANAGING PARTNER, CHIEF FINANCIAL OFFICER
5005 ROCKSIDE ROAD
PH 1300
INDEPENDENCE
OH
United States
Tel:
216-292-3838
Fax:
216-292-3879
B*******@*******************M
(Full email address available in API data)
Regulatory Contact
CHRISTOPHER FOOSHEE CHILDRES
MANAGING PARTNER
5005 ROCKSIDE ROAD
PH 1300
INDEPENDENCE
OH
United States
Tel:
216-292-3838
Fax:
216-292-3879
C*******@*******************M
(Full email address available in API data)
Industry Affiliates
| EDGEWATER GROUP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EDGEWATER GROUP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EDGEWATER GROUP IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EDGEWATER GROUP V, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EDGEWATER CAPITAL PARTNERS II, LP | Private Equity Fund | $6.5M | $0.1M | 35 |
| EDGEWATER CAPITAL PARTNERS III, LP | Private Equity Fund | $59.9M | $1.0M | 17 |
| EDGEWATER CAPITAL PARTNERS IV, LP | Private Equity Fund | $181.2M | $5.0M | 18 |
| EDGEWATER CAPITAL PARTNERS V, LP | Private Equity Fund | $324.4M | $10.0M | 11 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHILDRES, CHRISTOPHER, FOOSHEE | Individual | – | MANAGING PARTNER; MANAGER AND MEMBER | 09/2007 | 10-25% |
| MEANY, RYAN, JAMES | Individual | – | MANAGING PARTNER; MEMBER | 09/2007 | 10-25% |
| LEONARD, BRIAN, NOLAN | Individual | – | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER; MEMBER | 08/2015 | 10-25% |
| OSTERGARD, PETER, ELLSWORTH | Individual | – | MANAGING PARTNER; MEMBER | 01/2023 | 10-25% |
| GIRTON JR, ROBERT, LLOYD | Individual | – | MANAGING PARTNER; MEMBER | 01/2023 | 10-25% |