A complete list of active advisors currently associated with Edgewater Management Partners LLC

Warmer can help you find a great advisor at Edgewater Management Partners LLC or one who fits your needs even better.

Edgewater Management Partners LLC provides discretionary investment management focused on equities and options for a small client base that is primarily high‑net‑worth individuals, trusts, estates, and other entities; the firm’s brochure indicates a notable portion of its clients are non‑U.S. investors. It offers tailored portfolio management and ongoing account reviews, with client strategies set according to individual objectives and risk tolerances. The firm runs an equity long‑short strategy that blends fundamental company analysis with proprietary economic and company‑specific models to identify long and short opportunities. In implementing that strategy it makes active use of derivatives and may employ borrowing in separately managed accounts, and it generally manages accounts on a discretionary basis with performance‑based compensation arrangements available to qualified clients. Compared with typical independent solo advisors, Edgewater’s use of performance‑based fees in lieu of a standard percentage‑of‑AUM model, combined with its explicit use of leverage/borrowing and derivatives in managed accounts, is uncommon among peers; the brochure also notes the firm does not generally serve non‑high‑net‑worth retail individuals. The firm is newly established and small in scale—managing roughly $2.7 million across a handful of accounts—which may affect operational and strategy risks relative to larger firms.

To learn more about the advisors currently working at Edgewater Management Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.