Investment adviser · CRD 162735
EDGEWATER CAPITAL PARTNERS
Investment adviser filing (IA)
EDGEWATER CAPITAL MANAGEMENT, LLC
INDEPENDENCE, OH, United States · Form ADV filed May 21, 2026
- Regulatory AUM
- $467M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 4 | $466,829,776 | 100.0% |
Filing source
Form ADV 2107528 · May 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
EDGEWATER CAPITAL PARTNERS V, LPPrivate Equity Fund · Last reported May 21, 2026$285MGross asset value
Form D fundraising filings
Edgewater Capital Partners V, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
Fund details & source
- Fund ID
- 805-9503307314
- Reported beneficial owners
- 11
- Minimum commitment
- $10M
- Form D file number
- 021-472891
Form ADV 2107528 · May 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EDGEWATER CAPITAL PARTNERS IV, LPPrivate Equity Fund · Last reported May 21, 2026$159MGross asset value
Form D fundraising filings
Edgewater Capital Partners IV, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
Fund details & source
- Fund ID
- 805-6456647845
- Reported beneficial owners
- 18
- Minimum commitment
- $5M
- Form D file number
- 021-332879
Form ADV 2107528 · May 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EDGEWATER CAPITAL PARTNERS III, LPPrivate Equity Fund · Last reported May 21, 2026$16.1MGross asset value
Form D fundraising filings
Edgewater Capital Partners III, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
Fund details & source
- Fund ID
- 805-3701171964
- Reported beneficial owners
- 17
- Minimum commitment
- $1M
- Form D file number
- 021-211807
Form ADV 2107528 · May 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EDGEWATER CAPITAL PARTNERS II, LPPrivate Equity Fund · Last reported May 21, 2026$6.49MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
Fund details & source
- Fund ID
- 805-2740147896
- Reported beneficial owners
- 35
- Minimum commitment
- $100K
- Form D file number
- 021-109949
Form ADV 2107528 · May 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 21, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
5005 ROCKSIDE ROAD, PH 1300INDEPENDENCE, OH, 44131, United States
CRD 162735
Filing source
Form ADV 2107528 · May 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.