DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
Firms / Edgewater Services, LLC
Edgewater Services, LLC
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Middle marketdefined by: proxy: $2.94bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
- Strategies
- GROWTH EQUITY
Classification history (2)
- Sep 15, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“The Edgewater Funds is a Chicago-based private equity firm with over $4 billion of capital commitments raised since 2001.”edgewaterfunds.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 33 of 33 distinct vehicles are sworn Private Equity Funds; 33 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Mar 29, 2024
- RAUM
- $2.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 33
- PE fund GAV, latest filing
- $2.9Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.9Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $2.9B, latest counts Private Equity Fund 33, lifetime distinct Private Equity Fund 33
- Employees
- 20
- Headquarters
- Chicago, IL
- Office address
- 900 N. MICHIGAN AVE., SUITE 1800, Chicago, IL, 60611
- Business phone
- 312-649-5666
Stated criteria beside observed behaviour
36 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- $3.0M to $40.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- control
- Thesis
- Often the profitable growth companies in which we invest are not actively seeking capital and it is our demonstrated ability to help accelerate growth that attracts these companies to a partnership with Edgewater.
Observed from deals on record
- roles
- add on 8, unknown 23, platform 8
- period
- to 2026-08-17, from 2019-07-24, undated holdings 28, dated observations 21
- window
- last 2026-08-17, first 2019-07-24
- control
- control 12, unknown 27
- companies
- 36
- geography
- count 1, share 0.028, value PA
- investments
- 39
- seller kinds
- family 1
- transactions
- 12
- cadence by year
- 2019 platforms 1, 2025 add ons 4, platforms 1, 2026 add ons 2, platforms 2
- platform add on
- add ons 8, platforms 8, add ons per platform 1
- sector known for
- 8
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.111, value industrial manufacturing, examples Master Packing & Rubber Company, Aquatrol Inc., Parker Manufacturing Group, Kingston Valve Co., count 1, share 0.028, value specialty distribution, examples Steel & O’Brien Manufacturing, Inc., count 1, share 0.028, value energy, examples SPL, count 1, share 0.028, value industrial services, examples Four HVAC/R Coil Manufacturers, count 1, share 0.028, value media telecom, examples vertical-bridge
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.056, value miscellaneous manufacturing, examples Parker Manufacturing Group, Kingston Valve Co., count 1, share 0.028, value plastics rubber products, examples Master Packing & Rubber Company, count 1, share 0.028, value fabricated metal products, examples Aquatrol Inc., count 1, share 0.028, value misc durable wholesale, examples Steel & O’Brien Manufacturing, Inc., count 1, share 0.028, value energy, examples SPL, count 1, share 0.028, value hvac plumbing mechanical, examples Four HVAC/R Coil Manufacturers, count 1, share 0.028, value media telecom, examples vertical-bridge
36 companies on the graph (12 transactions); most in industrial manufacturing (4); 8 platforms and 8 add-ons; observed 2019 to 2026
Funds
33 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| Egcp Investments-A, L.P. ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $200M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp I Investments, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $200M as of Mar 29, 2024 | no Form D | Unknown | |
| Edgewater Growth Capital Partners V, L.P. ADV: Private Equity Fund | Growth fund | 2024 first reported on Form ADV | $159M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp Investment Partners Iii-B-2, L.P. ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $103M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp I Investment Partners, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $100M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp V Investments, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $100M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp Investment Partners Iii-B, L.P. ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $100M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp Investment Partners Ii-B, L.P. ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $100M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp Investment Partners V B-1, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $60.1M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp V-B, L.P. ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $50.1M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp V-A, L.P. ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $50.1M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp Investment Partners V B-2, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $40.1M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp Investments Iii-B, L.P. ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $20.0M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp Investments V B, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $20.0M as of Mar 29, 2024 | no Form D | Unknown | |
| Edgewater Growth Capital Partners V-A, L.P. ADV: Private Equity Fund | Growth fund | 2024 first reported on Form ADV | $10.5M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp Investment Partners V B-3, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $2.0M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp Investments-C, L.P. ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $91.6M as of Mar 29, 2024 | no Form D | Active deployment | |
| Edgewater Growth Capital Partners IV, L.P. ADV: Private Equity Fund | Growth fund | 2018 first reported on Form ADV | $285M as of Mar 29, 2024 | no Form D | Successor fundraising | |
| Edgewater Growth Capital Partners Iv-A, L.P. ADV: Private Equity Fund | Growth fund | 2018 first reported on Form ADV | $19.8M as of Mar 29, 2024 | no Form D | Mature | |
| Egcp Investment Opportunities, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $251M as of Mar 29, 2024 | no Form D | Mature | |
| Egcp Investment Partners III, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $93.3M as of Mar 29, 2024 | no Form D | Mature | |
| Egcp Investment Partners V, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $55.6M as of Mar 29, 2024 | no Form D | Mature | |
| Egcp Investments-B, L.P. ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $51.5M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp Investment Partners V-A, L.P. ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $38.1M as of Mar 29, 2024 | no Form D | Mature | |
| Egcp Iv-A, L.P. ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $17.6M as of Mar 29, 2024 | no Form D | Mature | |
| Egcp Investments, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $204M as of Mar 29, 2024 | no Form D | Unknown | |
| Egcp Investments I, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $104M as of Mar 29, 2024 | no Form D | Mature | |
| Egcp Investment Partners II, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $92.4M as of Mar 29, 2024 | no Form D | Mature | |
| Egcp Investment Partners, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $87.5M as of Mar 29, 2024 | no Form D | Mature | |
| Edgewater Growth Capital Partners III, L.P. ADV: Private Equity Fund | Growth fund | unknown | $173M as of Mar 29, 2024 | no Form D | Harvest | |
| Edgewater Growth Capital Partners II, L.P. ADV: Private Equity Fund | Growth fund | unknown | $32.4M as of Mar 29, 2024 | no Form D | Mature | |
| Edgewater Growth Capital Partners III Co-Invest Fund, L.P. ADV: Private Equity Fund | Co-investment vehicle | unknown | $23.9M as of Mar 29, 2024 | no Form D | Mature | |
| Edgewater Growth Capital Partners, L.P. ADV: Private Equity Fund | Growth fund | unknown | $3.4M as of Mar 29, 2024 | no Form D | Unknown |
Team
23 current, 4 former
Managing partner (1)
- James Alan Gordon · Founder & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (2)
- Gerald Saltarelli · Senior Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- James Alan Gordon · Managing Director Of The Registrant · since Dec 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- Nick Rabideau · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- Ryan Trueman · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (2)
- Ava Van Vleck · Business Development Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ryan Mullin · Director, Head of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (11)
- Bill Hughson · Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Carol Collins · Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- General Peter Pace · Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Greg Brown · Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jeff Buck · Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jeff Oravitz · Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- John Arnott · Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Matt Wandoloski · Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Michael H. Moskow · Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Patrick J. Blake · Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W. James Farrell · Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- Matthew Lawrence Snyder · Chief Operating Officer Of Registrant · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Matthew Walter Norris · Chief Compliance Officer Of Registrant · since Jul 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Nadia Evstiounina · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (2)
- Era Strazimiri · Senior Financial Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nyk Yaquab · Financial Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
4 former (kept with end dates)
- David Mceachern Tolmie · Limited Partner Of Edgewater Growth Capital Management Ii, L.P. · Nov 1, 2006 to Mar 31, 2018 Inference
- Gregory Knox Jones · Limited Partner Of Edgewater Growth Capital Management Iii, L.P. · Sep 1, 2011 to Mar 31, 2018 Inference
- Jeffrey Michael Frient · Limited Partner Of Edgewater Growth Capital Management Ii, L.P. · Nov 1, 2006 to Mar 31, 2018 Inference
- Michael James Hornig · Chief Compliance Officer Of Registrant And Relying Advisers. · Mar 1, 2012 to Aug 3, 2012 Inference
Portfolio
44 relationships, 8 platforms, 8 add-ons
Transactions
17 on record
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
- Edgeline Capital, LLC. 2 shared · recurring · last Jan 1, 2018
- Meridian Equity Partners, Inc. 1 shared · one time · last Jan 1, 2012
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
60 most recent
- Sep 17, 2026INVESTMENT CRITERIA
- Sep 17, 2026the edgewater funds announces deerfield groups acquisition of triple threat communications
- Sep 17, 2026the edgewater funds announces elevate patient financial solutions acquisition of nyx health eligibility services to deepen rcm offering
- Sep 17, 2026the edgewater funds announces investment in nationwide coils inc
- Sep 17, 2026the edgewater funds announces investment in silver state refrigeration hvac
- Sep 17, 2026the edgewater funds announces deerfield agencys acquisition of embedded
- Sep 17, 2026the edgewater funds announces p1 service groups acquisition of three hvac companies
- Sep 17, 2026the edgewater funds announces elevate patient financial solutions acquisition of professional medical services to expand rcm offering
- Sep 17, 2026the edgewater funds announces investment in turbine engine specialists tes
- Sep 17, 2026the edgewater funds announces elevate patient financials solutions acquisition of revenue masters
- Sep 17, 2026the edgewater funds announces investment in dura products
- Sep 17, 2026the edgewater funds announces the sale of evriholder
- Sep 17, 2026the edgewater funds sells majority interest in iss to wynnchurch capital
- Sep 17, 2026the edgewater funds announces p1 service groups acquisition of sky heating ac plumbing electrical
- Sep 17, 2026the edgewater funds announces p1 service groups acquisition of mchales
- Sep 17, 2026the edgewater funds announces p1 service groups acquisition of essig plumbing heating
- Sep 17, 2026the edgewater funds exits rensa filtration investment
- Sep 17, 2026edgewater acquires flexible packaging specialties inc fps
- Sep 17, 2026the edgewater funds announces sale of robovent
- Sep 17, 2026the edgewater funds announces deerfield agencys acquisition of verge scientific communications
- Sep 17, 2026the edgewater funds announces sale of technical safety services
- Sep 17, 2026the edgewater funds announces investment in solgen power
- Sep 17, 2026the edgewater funds exits flow control holdings investment
- Sep 17, 2026edgewater acquires bag pack inc
- Sep 17, 2026edgewater acquires custom filter llc
- Sep 17, 2026the edgewater funds exits homecare holdings investment
- Sep 17, 2026edgewater acquires flexfit hose llc
- Sep 17, 2026edgewater invests in murray sales inc
- Sep 17, 2026edgewater acquires revclaims llc
- Sep 17, 2026edgewater invests in deerfield agency
- Sep 17, 2026edgewater acquires ace sanitary inc
- Sep 17, 2026edgewater invests in databank
- Sep 17, 2026edgewater acquires air filters inc
- Sep 17, 2026edgewater acquires top line process equipment company
- Sep 17, 2026the edgewater funds exits databank investment
- Sep 17, 2026edgewater acquires meddata
- Sep 17, 2026the edgewater funds exits priority express investment
- Sep 17, 2026flow control holdings llc acquires steel obrien manufacturing inc its first acquisition into the flow control industry
- Sep 17, 2026edgewater acquires evriholder products llc
- Sep 17, 2026the edgewater funds announces sale of confluent health to partners group
- Sep 17, 2026The Edgewater Funds Forms Specialty Packaging Platform
- Sep 17, 2026homecare holdings llc acquires family home health services its first acquisition in the home care sector
- Sep 17, 2026The Edgewater Funds Announces Sale of Bolder Healthcare Solutions
- Sep 17, 2026The Edgewater Funds Announces Sale of Paragon Water Systems
- Sep 17, 2026The Edgewater Funds Announces Ninth RCM Acquisition by Bolder Healthcare Solutions
- Sep 17, 2026testing services holdings llc acquires certain assets of shannon optical company inc and midwest gas instrument service inc
- Sep 17, 2026edgewater announces sale of southern petroleum laboratories
- Sep 17, 2026industrial service solutions continues to grow with five recent acquisitions
- Sep 17, 2026agc aerocomposites acquires north coast composites and north coast tool and mold corporation
- Sep 17, 2026bolder healthcare solutions announces seventh rcm acquision
- Sep 17, 2026industrial service solutions continues to expand with five acquisitions
- Sep 17, 2026edgewater announces vertical bridge investment
- Sep 17, 2026edgewater announces 2 acquisitions by bolder healthcare solutions
- Sep 17, 2026edgewater announces sale of dental holdings corporation
- Sep 17, 2026edgewaters portfolio company triwater announces acquisition
- Sep 17, 2026edgewater adds software business to its revenue cycle management platform
- Sep 17, 2026edgewater invests in brilliance financial technology
- Sep 17, 2026industrial service solutions expands with four recent acquisitions
- Sep 17, 2026edgewater announces vertical bridge investment 2
- Sep 17, 2026edgewater announces the sale of its portfolio company amptek
Across the graphs
Edgewater Services, LLC is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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