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

10 active

Name Title
GORDON, JAMES, ALAN MANAGING DIRECTOR OF THE REGISTRANT
NORRIS, MATTHEW, WALTER CHIEF COMPLIANCE OFFICER OF REGISTRANT
SNYDER, MATTHEW, LAWRENCE CHIEF OPERATING OFFICER OF REGISTRANT

ADVDB.CO • SOURCE: SEC

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