Edgewater Management Partners provides investment management services, focusing on equities and options contracts. Investment advice is tailored to individual client needs, objectives, and risk tolerance. Edgewater uses fundamental analysis and an equity long-short strategy. Clients grant Edgewater discretionary authority to manage their investments.
Fee Structure
Edgewater Management Partners charges a quarterly performance-based fee of 25% of the client's quarterly net realized and unrealized profits. This fee is subject to an annualized 7% hurdle rate and a high-water mark provision. This means a fee is only charged if the account value exceeds both a 7% annualized return and the highest historic fiscal year-end account value. This fee structure is only available to "qualified clients" who have a net worth of at least $2,100,000 or at least $1,000,000 under management with Edgewater.