{
  "crd_number": 133418,
  "slug": "edgebrook-investments-llc-ceres-ca-133418",
  "primary_business_name": "EDGEBROOK INVESTMENTS, LLC",
  "legal_name": "EDGEBROOK INVESTMENTS, LLC",
  "dbas": [],
  "city": "Ceres",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "33700",
  "metro": {
    "cbsa_code": "33700",
    "common_name": "Modesto",
    "msa_name": "Modesto, CA",
    "path": "/advisors/ca/modesto"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2005-02-04",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2026-03-29",
  "carried_forward": false,
  "raum_total": 3049345.0,
  "raum_discretionary": 3049345.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 80000.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 2969345.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://edgebrookinvest.com",
    "https://linkedin.com/company/edgebrookpartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133418",
  "city_as_filed": "CERES",
  "url": "https://advisorcensus.com/firm/edgebrook-investments-llc-ceres-ca-133418",
  "display_name": "Edgebrook Investments, LLC",
  "summary": "Edgebrook Investments, LLC is a state-registered investment advisory firm in Ceres, CA, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.",
  "citation": "AdvisorCensus. Edgebrook Investments, LLC (CRD 133418): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Edgebrook Investments, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Edgebrook Investments, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Edgebrook Investments, LLC located?",
      "a": "Edgebrook Investments, LLC's principal office is in Ceres, CA, according to its Form ADV."
    },
    {
      "q": "Is Edgebrook Investments, LLC registered with the SEC or a state?",
      "a": "Edgebrook Investments, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133418."
    },
    {
      "q": "How much does Edgebrook Investments, LLC manage?",
      "a": "Edgebrook Investments, LLC reports $3,049,345 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Edgebrook Investments, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1); other investment advisers (1)."
    },
    {
      "q": "Does Edgebrook Investments, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133418"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/edgebrook-investments-llc-ceres-ca-133418.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2969345.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": false,
      "raum": 80000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133418",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}