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| Henson-Edgewater Management LLC
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|---|---|
| CRD # | 135316 |
| SEC # | 801-120479 |
| CIK # | 0002115631 |
| AUM | 225.0 M (2026-03-27) |
| Employees | 4 (50% Investors, 25% Brokers) |
| Fees | |
| Minimum | |
| Phone | 440-934-2195 |
| Address | 36855 American Way, Suite F Avon, OH 44011 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.3 | ||
| Palantir Technologies Inc | 11.2 | ||
| Bank of America Corp /DE/ | 9.2 | ||
| Alphabet Inc | 8.3 | ||
| Amazon Com Inc | 8.3 | ||
| Wal Mart Stores Inc | 7.4 | ||
| Microsoft Corp | 7.1 | ||
| Facebook Inc | 7.1 | ||
| Nvidia Corp | 4.9 | ||
| Advanced Micro Devices Inc | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 714 | 225.0 |
| (b) Individuals (high net worth individuals) | 27 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 715 | 225.0 |
| By Discretionary | ||
| Discretionary | 715 | 225.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 715 | 225.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.0 | |
| Total | 715 | 225.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002115631] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 10 |
| Serves | Retail |
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