# Edgewater Capital Partners

> Edgewater Capital Partners is an SEC-registered investment advisory firm in Independence, OH, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.

- CRD: 162735
- Filed as: EDGEWATER CAPITAL PARTNERS
- Legal name: Edgewater Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Independence, OH
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162735
- AdvisorCensus page: https://advisorcensus.com/firm/edgewater-capital-partners-independence-oh-162735

## Quick answers

**How is Edgewater Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Edgewater Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**How much does Edgewater Capital Partners charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Asset-based fee: 2% to 2.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Edgewater Capital Partners located?**
Edgewater Capital Partners' principal office is in Independence, OH, according to its Form ADV.

**Is Edgewater Capital Partners registered with the SEC or a state?**
Edgewater Capital Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 162735.

**How much does Edgewater Capital Partners manage?**
Edgewater Capital Partners reports $466,829,776 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).

**How have Edgewater Capital Partners' assets and staff changed since 2021?**
In the Form ADV data for Edgewater Capital Partners: Regulatory assets under management: $223,919,126 in the October 2021 data and $466,829,776 in the October 2026 data, up 108%. Total employees: 17 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Edgewater Capital Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Edgewater Capital Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/162735

**What changed in Edgewater Capital Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 19 to 18.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Asset-based fee: 2% to 2.5% a year (a range, as the brochure states it)

> ECM charges each Fund a management fee (the “Management Fee”) that generally ranges from 2.0% to 2.5% per annum of capital, calculated on either committed or invested capital, depending on the life-stage of the applicable Fund.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $466,829,776
- Discretionary: $466,829,776
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $466,829,776 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 18 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- edgewatercapital.com
- LinkedIn @edgewater-capital-partners
- YouTube @UCyUsLMjardDQ62nAtwRRdiQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $223,919,126 | 17 | July 8, 2021 |
| October 2022 | $221,430,302 | 18 | July 18, 2022 |
| October 2023 | $366,074,704 | 18 | May 3, 2023 |
| October 2024 | $572,097,621 | 19 | May 21, 2024 |
| October 2025 | $480,390,465 | 19 | May 5, 2025 |
| October 2026 | $466,829,776 | 18 | May 21, 2026 |

Regulatory assets under management: $223,919,126 in the October 2021 data and $466,829,776 in the October 2026 data, up 108%.
Total employees: 17 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 19 to 18.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edgewater Capital Partners (CRD 162735): Form ADV filing data as of October 2026.