EDGAR INVESTMENT MANAGEMENT LLC

EDGAR INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser (CRD 152255). Regulatory assets under management: $6.2M.

Registration

• CRD: 152255
• Type: Registered investment adviser
• Phone: 925-323-4931
• Latest filing: 2026-04-25
• Regulatory AUM: $6.2M
• Discretionary AUM: $6.2M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152255 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search