Henson-Edgewater Management, LLC
● SEC registered since 2021CRD 135316SEC# 801-120479Avon, OH
Reg. AUM
$225M
Employees
4
Accounts
715
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 $225 million in regulatory assets under management and employs 4 people.
Henson-Edgewater Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dan Henson Control | Member | 25-50% | 2005 |
| David Allen Szafranski Control | Member/Chief Compliance Officer | 25-50% | 2005 |
| Drew Henson Control | Member | 25-50% | 2011 |
Frequently asked questions
How much does Henson-Edgewater Management, LLC manage?
Henson-Edgewater Management, LLC reports $225 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
| Address | 36855 American Way, Suite F, Avon, OH 44011 |
| Phone | 440-934-2195 |
| Fax | 440-934-2196 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2115631 |
| Discloses disciplinary history | No |
Regulatory AUM
$225M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$225Mregulatory AUM
Discretionary $225M