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Lazard Edgewater Services, LLC (Chicago)


Lazard Edgewater Services, LLC is a large advisory firm based in Chicago. It manages $1.17 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Illinois.

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Lazard Edgewater Services provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lazard Edgewater Services: assets under management

The assets under management (AUM) of Lazard Edgewater Services, LLC is $1.17 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1.17 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $292.59 million each.
Lazard Edgewater Services has custody of $1.17 billion in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lazard Edgewater Services, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 11 indirect owners.

Name Entity Date acquired Ownership Employer ID
James Alan Gordon Trustee 1 Feb 1975 Other 6017411
James Alan Gordon Trustee 1 Jan 1981 Other 6017411
James Alan Gordon Managing member 1 Apr 2003 Other 6017411
Llc Gordon Investment Management General partner 1 Apr 2003 Other 03-0515166
James Alan Gordon Managing member 1 Dec 2004 75% - 100% 6017411
Lazard Ltd Shareholder 1 May 2005 75% - 100% 98-0437848
Lltd 2 S.A.R.L. Managing member 1 Dec 2005 Other 98-0467514
Lltd Corp Ii Managing member 1 Dec 2005 Other 20-2240387
Lltd Corp I Shareholder 1 Dec 2005 75% - 100% 20-2240308
Lltd 1 S.A.R.L. Shareholder 1 Dec 2005 75% - 100% 98-0457321
Lazard Group Llc Managing member 1 Jul 2009 50% - 75% 51-0278097

Based in Chicago

The principal office where Lazard Edgewater Services, LLC performs its advisory services is located at 900 N. Michigan Ave., Chicago, IL 60611, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-649-5666 or by fax 312-664-8649. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.edgewaterfunds.com.


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