EDGEWATER CAPITAL PARTNERS

5005 Rockside Road
Ph 1300
Independence, Ohio 44131
Tel: 216-292-3838

About EDGEWATER CAPITAL PARTNERS

EDGEWATER CAPITAL PARTNERS, formally registered with the SEC as EDGEWATER CAPITAL PARTNERS. The firm was established in 02/04/2020. They have over 1 offices throughout the country.

EDGEWATER CAPITAL PARTNERS is a Independence, Ohio based Financial Planning firm with nearly $572,097,621 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162735
SEC#	801-118018
Assets Managed by Firm	$572,097,621
No. of Clients	4
No. of Advisors	19

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$572,097,621

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