EDGEBROOK INVESTMENTS, LLC

EDGEBROOK INVESTMENTS, LLC of CERES, CA is an SEC-registered investment adviser (CRD 133418). Regulatory assets under management: $3.0M.

Registration

• CRD: 133418
• Type: Registered investment adviser
• Location: 4872 ROHDE ROAD, CERES, CA, 95307
• Phone: 310-403-3454
• Latest filing: 2026-03-29
• Regulatory AUM: $3.0M
• Discretionary AUM: $3.0M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Performance.

Clients served: Pooled vehicles, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133418 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search