Edgewater Services, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 159926
· SEC file 801-73750
· Chicago, IL
· WWW.EDGEWATERFUNDS.COM
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ADV data as of Apr 09, 2026
- Regulatory AUM
- $2.8B
- Discretionary
- $2.8B
- Clients
- 34
- Avg AUM / client
- $83.4M
- Accounts
- 34
- Employees
- 25
AUM over time
$1.1B
$3.0B
Feb 14, 2012
Apr 9, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 34 | $2.8B | 100.0% |
Private funds (33)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Edgewater Growth Capital Partners Iv, L.P. | Private Equity Fund | Delaware | $285M | 87 |
| Egcp Investment Opportunities, L.P. | Private Equity Fund | Delaware | $251M | 2 |
| Egcp Investments, L.P. | Private Equity Fund | Delaware | $204M | 2 |
| Egcp Investments A, L.P. | Private Equity Fund | Delaware | $200M | 2 |
| Egcp I Investments, L.P. | Private Equity Fund | Delaware | $200M | 2 |
| Edgewater Growth Capital Partners Iii, L.P. | Private Equity Fund | Delaware | $173M | 131 |
| Edgewater Growth Capital Partners V, L.P. | Private Equity Fund | Delaware | $159M | 51 |
| Egcp Investments I, L.P. | Private Equity Fund | Delaware | $104M | 2 |
| Egcp Investment Partners Iii B 2, L.P. | Private Equity Fund | Delaware | $103M | 2 |
| Egcp Investment Partners Iii B, L.P. | Private Equity Fund | Delaware | $100M | 4 |
| Egcp Investment Partners Ii B, L.P. | Private Equity Fund | Delaware | $100M | 3 |
| Egcp I Investment Partners, L.P. | Private Equity Fund | Delaware | $100M | 2 |
| Egcp V Investments, L.P. | Private Equity Fund | Delaware | $100M | 3 |
| Egcp Investment Partners Iii, L.P. | Private Equity Fund | Delaware | $93.3M | 11 |
| Egcp Investment Partners Ii, L.P. | Private Equity Fund | Delaware | $92.4M | 3 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gordon, James, Alan | Managing Director Of The Registrant | Dec 2001 (25y) | Less than 5% | |
| Norris, Matthew, Walter | Chief Compliance Officer Of Registrant | Jul 2012 (14y) | Less than 5% | |
| Snyder, Matthew, Lawrence | Chief Operating Officer Of Registrant | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lazard Group, Llc | Managing Member Of The Registrant | Jul 2009 | A | 75% or more |
| Lazard, Inc. | Shareholder | May 2005 | B | ≈ 21.09% – 75% via Lltd Corp I |
| Lltd Corp I | Shareholder | May 2005 | B | ≈ 28.13% – 75% via Lltd Corp Ii |
| Lltd Holding S.A.R.L. | Shareholder | May 2017 | B | ≈ 14.06% – 50% via Lltd 2 S.A.R.L. |
| Lltd Corp Ii | Managing Member | May 2005 | B | ≈ 37.5% – 75% via Lazard Group, Llc |
| Lltd 2 S.A.R.L. | Managing Member | May 2005 | B | ≈ 18.75% – 50% via Lazard Group, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lazard, Inc.: 75% – 100% of Lltd Corp I × 75% – 100% of Lltd Corp Ii × 50% – 75% of Lazard Group, Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Lltd Corp I: 75% – 100% of Lltd Corp Ii × 50% – 75% of Lazard Group, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Lltd Holding S.A.R.L.: 75% – 100% of Lltd 2 S.A.R.L. × 25% – 50% of Lazard Group, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Lltd Corp Ii: 50% – 75% of Lazard Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Lltd 2 S.A.R.L.: 25% – 50% of Lazard Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (33, $2.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Edgewater Growth Capital Partners Iv, L.P. | Private Equity Fund | $285M | $5.0M | 87 |
| Egcp Investment Opportunities, L.P. | Private Equity Fund | $251M | $0 | 2 |
| Egcp Investments, L.P. | Private Equity Fund | $204M | $0 | 2 |
| Egcp Investments A, L.P. | Private Equity Fund | $200M | $0 | 2 |
| Egcp I Investments, L.P. | Private Equity Fund | $200M | $0 | 2 |
| Edgewater Growth Capital Partners Iii, L.P. | Private Equity Fund | $173M | $5.0M | 131 |
| Edgewater Growth Capital Partners V, L.P. | Private Equity Fund | $159M | $5.0M | 51 |
| Egcp Investments I, L.P. | Private Equity Fund | $104M | $0 | 2 |
| Egcp Investment Partners Iii B 2, L.P. | Private Equity Fund | $103M | $0 | 2 |
| Egcp Investment Partners Iii B, L.P. | Private Equity Fund | $100M | $0 | 4 |
| Egcp Investment Partners Ii B, L.P. | Private Equity Fund | $100M | $0 | 3 |
| Egcp I Investment Partners, L.P. | Private Equity Fund | $100M | $0 | 2 |
| Egcp V Investments, L.P. | Private Equity Fund | $100M | $0 | 3 |
| Egcp Investment Partners Iii, L.P. | Private Equity Fund | $93.3M | $0 | 11 |
| Egcp Investment Partners Ii, L.P. | Private Equity Fund | $92.4M | $0 | 3 |
| Egcp Investments C, L.P. | Private Equity Fund | $91.6M | $0 | 4 |
| Egcp Investment Partners, L.P. | Private Equity Fund | $87.5M | $0 | 2 |
| Egcp Investment Partners V B 1, L.P. | Private Equity Fund | $60.1M | $0 | 5 |
| Egcp Investment Partners V, L.P. | Private Equity Fund | $55.6M | $0 | 5 |
| Egcp Investments B, L.P. | Private Equity Fund | $51.5M | $0 | 2 |
| Egcp V A, L.P. | Private Equity Fund | $50.1M | $0 | 2 |
| Egcp V B, L.P. | Private Equity Fund | $50.1M | $0 | 3 |
| Egcp Investment Partners V B 2, L.P. | Private Equity Fund | $40.1M | $0 | 3 |
| Egcp Investment Partners V A, L.P. | Private Equity Fund | $38.1M | $0 | 4 |
| Edgewater Growth Capital Partners Ii, L.P. | Private Equity Fund | $32.4M | $5.0M | 88 |
Top 25 of 33 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/09/2026 | 7.53 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 09, 2026.
View current Form ADV (SEC/IAPD) ↗