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Edgewood Partners Insurance Center
Edgewood Partners Insurance Center is an insurance brokerage founded in 2006, serving middle-market companies in construction and technology.
Edgewood Partners Insurance Center
Edgewood Partners Insurance Center was founded in 2006 by John Addeo and a group of insurance industry veterans who had previously worked at larger regional brokerages. The firm was built to serve middle-market companies, particularly those in construction, technology, and professional services, and rapidly grew through a combination of organic expansion and targeted acquisitions. Edgewood focuses on commercial property-casualty insurance, employee benefits, surety, and risk management advisory services. Its client base spans construction firms, technology companies, real estate developers, and professional services organizations. The firm has disclosed several notable client wins, including a multi-line program for a national construction management company (per Business Insurance, 2018). Its geographic footprint is concentrated in California, with additional offices in the Western United States. The firm maintains a team of roughly 200 employees and operates offices in San Rafael, Los Angeles, and Phoenix. In 2016, Edgewood was recognized by Inc. Magazine as one of the fastest-growing privately held companies in the U.S. Its growth has been fueled by a strong culture of client service and partnerships with leading carriers. A structural differentiator is Edgewood's partnership model with carriers and clients. Unlike many brokers, it does not operate a captive insurance company; instead, it leverages a network of exclusive and preferred carrier relationships to source proprietary coverage solutions. This allows it to offer tailored risk management programs without the overhead of a captive reinsurer.
General information
Firm type
Asset Manager
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Rafael
Corporate office
San Rafael, CA, United States
Principals
Dan Burke
CEO
John Addeo
Co-Founder & President
Sector focus
Frequently asked questions
Who runs investment decisions at Edgewood Partners Insurance Center?
Dan Burke serves as CEO and oversees firm strategy. The firm is privately held by its founders and a group of managing principals. Investment decisions regarding carrier partnerships and expansion are made by the executive leadership team, which includes co-founder John Addeo.
How does Edgewood Partners Insurance Center source proprietary deal flow?
Edgewood leverages its network of preferred carrier relationships and direct marketing to middle-market companies. The firm's specialty practice leaders actively cultivate relationships with contractors, tech firms, and professional services organizations.
Is Edgewood Partners Insurance Center a family office or a conventional brokerage?
Edgewood is not a family office. It is a privately held insurance brokerage and risk management firm. Despite private ownership, it operates as a traditional brokerage with no committed investment capital.
Does Edgewood participate in fund commitments or only direct deals?
Edgewood does not belong to a family office and does not participate in fund commitments. Its role is placing insurance policies and surety bonds. It does not invest in the businesses it insures.
What investment stages does Edgewood typically target?
Edgewood is an insurance broker, not an investment firm. It does not target investment stages. Its 'client lifecycle' covers middle-market companies from startup through maturity.
Which sectors does Edgewood explicitly avoid?
The firm has not disclosed explicit avoidance of any sector. However, its core focus is on construction, technology, real estate, and professional services. It does not specialize in high-risk specialty lines.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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