Edgewater Services, LLC

Fee-Only (% of Portfolio)

Edgewater Services, through its affiliated General Partners, provides investment advisory services to private equity funds, co-investment vehicles, and other investment vehicles. Edgewater focuses on equity and buyout investments in lower middle market companies. Edgewater identifies and evaluates investment opportunities, negotiates terms, manages investments, and achieves dispositions. Investments are made predominantly in non-public companies.

Assets Under Management$3B
Clients34
AdvisorsN/A
Avg. per Client$90M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Edgewater Services, LLC | TrueAdvisor