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Henson-Edgewater Management, LLC

● SEC registered since 2021CRD 135316SEC# 801-120479Avon, OH
Export (members)
Reg. AUM
$180M
Employees
4
Accounts
625
Location
Avon, OH

Henson-Edgewater Management, LLC assets under management

Henson-Edgewater Management, LLC is an SEC-registered investment adviser based in Avon, OH. The firm has been registered since 2021. It reports $180 million in regulatory assets under management and employs 4 people.

Henson-Edgewater Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Dan Henson ControlMember25-50%2005
David Allen Szafranski ControlMember/Chief Compliance Officer25-50%2005
Drew Henson ControlMember25-50%2011

Frequently asked questions

How much does Henson-Edgewater Management, LLC manage?

Henson-Edgewater Management, LLC reports $180 million in regulatory assets under management on its Form ADV.

How many employees does Henson-Edgewater Management, LLC have?

Henson-Edgewater Management, LLC reports 4 employees.

Where is Henson-Edgewater Management, LLC located?

Henson-Edgewater Management, LLC is based in Avon, OH and has been SEC-registered since 2021.

Does Henson-Edgewater Management, LLC disclose fund performance?

Henson-Edgewater Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address36855 American Way, Suite F, Avon, OH 44011
Phone440-934-2195
Fax440-934-2196
Office hours9:00a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK2115631
Discloses disciplinary historyNo

Assets under management

Discretionary$180M
Non-discretionary$0
Total (RAUM)$180M