EDGEWATER SERVICES, LLC
Latest filing: Mar 29, 2024 (215 days ago)
AUM
$2,940,861,618
84% change vs. 1 year ago
60% change vs. 3 years ago
33% change vs. 5 years ago
177% change vs. 10 years ago
Employee Count
20
-5% change vs. 1 year ago
0% change vs. 3 years ago
18% change vs. 5 years ago
18% change vs. 10 years ago
Main Office
CHICAGO, IL
900 N. MICHIGAN AVE., CHICAGO, IL, UNITED STATES, 60611
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.9 |
| Non-Discretionary | $0.0 |
| Total | $2.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.9 |
| Institutional | $0.0 |
| Total | $2.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | $150.3 | 122836 | |
| LAZARD ASSET MANAGEMENT (CANADA)INC | $3.1 | 106340 | |
| LAZARD KOREA ASSET MANAGEMENT CO., LTD | $0.0 | - | |
| LAZARD MIDDLE MARKET LLC | $0.0 | broker-dealer | 146092 |
| LAZARD ASSET MANAGEMENT (DEUTSCHLAND) GMBH | $0.0 | - | |
| LAZARD ASSET MANAGEMENT (UK) HOLDINGS LIMITED | $0.0 | - | |
| LAZARD ASSET MANAGEMENT LIMITED | $0.0 | - | |
| LAZARD ASSET MANAGEMENT (SINGAPORE) PTE. LTD | $0.0 | - | |
| LAZARD ASSET MANAGEMENT SCHWEIZ AG | $0.0 | - | |
| LAZARD GULF LIMITED | $0.0 | - | |
| EGCM SMA, L.P. | $0.0 | - | |
| LAZARD FRERES & CO. LLC | $0.0 | broker-dealer | 2528 |
| LAZARD FUND MANAGERS (IRELAND) LIMITED | $0.0 | - | |
| EDGEWATER GROWTH CAPITAL MANAGEMENT V, L.P. | $0.0 | - | |
| EGCM V SMA, L.P. | $0.0 | - | |
| LAZARD SUSTAINABLE PRIVATE INFRASTRUCTURE (EUROPE) GP S.À R.L. | $0.0 | - | |
| LAZARD ASSET MANAGEMENT SECURITIES LLC | $0.0 | broker-dealer | 129119 |
| EDGEWATER GROWTH CAPITAL MANAGEMENT, LLC | $0.0 | - | |
| LAZARD ASSET MANAGEMENT (CANADA) SECURITIES, ULC | $0.0 | broker-dealer | - |
| LAZARD SAUDI ARABIA COMPANY | $0.0 | - | |
| EDGEWATER GROWTH CAPITAL MANAGEMENT III, L.P. | $0.0 | 159928 | |
| EDGEWATER GROWTH CAPITAL MANAGEMENT IV, L.P. | $0.0 | - | |
| LAZARD ASSET MANAGEMENT (HONG KONG) LIMITED | $0.0 | - | |
| LAZARD FRERES GESTION | $0.0 | - | |
| LAZARD ASSET MANAGEMENT PACIFIC CO | $0.0 | - | |
| LAZARD JAPAN ASSET MANAGEMENT K.K. | $0.0 | - | |
| EDGEWATER GROWTH CAPITAL MANAGEMENT II, L.P. | $0.0 | 159927 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $2.9 | $0.0 | 0% | 20 | 0 | 0% |
| 2024-04-02 | $2.9 | $0.0 | 0% | 20 | 0 | 0% |
| 2023-04-04 | $1.6 | $1.3 | 84% | 21 | -1 | -5% |
| 2022-04-01 | $1.9 | $1.0 | 53% | 21 | -1 | -5% |
| 2021-04-05 | $1.8 | $1.1 | 60% | 20 | 0 | 0% |
| 2020-04-01 | $1.8 | $1.1 | 61% | 20 | 0 | 0% |
| 2019-04-01 | $2.2 | $0.7 | 33% | 17 | 3 | 18% |
| 2018-04-02 | $2.5 | $0.5 | 18% | 17 | 3 | 18% |
| 2017-04-01 | $2.1 | $0.8 | 38% | 19 | 1 | 5% |
| 2016-04-01 | $1.5 | $1.5 | 99% | 17 | 3 | 18% |
| 2015-04-01 | $1.1 | $1.9 | 177% | 17 | 3 | 18% |
| 2014-04-01 | $1.1 | $1.9 | 177% | 17 | 3 | 18% |
| 2013-04-01 | $1.2 | $1.8 | 151% | 15 | 5 | 33% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, IL-03/29/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV