EDGEWATER SERVICES, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.84B |
| Discretionary | $2.84B100% of AUM |
| Client Accounts | 34 |
| Avg Account Size | $83.4M |
| Employees | 25 |
| Peak AUM | $3.05BMar 2025 |
| AUM CAGR | +6.4% /yrover 14 yrs · 22 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.8B | 7.0% | +20.4% | +8.9% | |
| Discretionary AUM | $2.8B | ||||
Key Metrics
| Total AUM | $2.84B |
| Discretionary | $2.84B |
| Employees | 25 |
| Client Accounts | 34 |
Contact & Location
Address
900 N. MICHIGAN AVE.
CHICAGO IL 60611
Phone
312-649-5666
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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