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Diversified Financial Services
FINANCE

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Investments

14

Portfolio Exits

8

Funds

2

About A.G. Edwards

A.G. Edwards is an American financial services holding company.

A.G. Edwards Headquarter Location

1 N Jefferson Ave

Saint Louis, Missouri, 63103,

United States

314-955-3000

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Latest A.G. Edwards News

House committee presses Wells Fargo rep on Biden family deals

Jul 29, 2022

Edward Prewitt, a 20-year veteran of Wells Fargo Advisors and its predecessor, A.G. Edwards, is being pressed for information about Hunter Biden and the Biden family’s foreign business deals by the House Committee on Oversight and Reform. James Comer (R-Ky.), the ranking committee member, is calling on Prewitt to provide all documents, communications and information related to suspicious activity reports that were triggered by actions of Hunter Biden, other family members and associates, according to a release by the committee. Prewitt, a former Clinton Administration political appointee, advised Hunter Biden on financial transactions when U.S. banks were flagging suspicious activity by the Biden family.

A.G. Edwards Investments

14 Investments

A.G. Edwards has made 14 investments. Their latest investment was in CreekPath Systems as part of their Series C on September 9, 2004.

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A.G. Edwards Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

9/20/2004

Series C

CreekPath Systems

$22M

No

9/19/2003

Series D

MicroVention

$29M

Yes

9/19/2003

Series C

SilverStorm Technologies

$15M

No

11/18/2002

Series B

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$99M

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0

2/21/2002

Series B

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$99M

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0

Date

9/20/2004

9/19/2003

9/19/2003

11/18/2002

2/21/2002

Round

Series C

Series D

Series C

Series B

Series B

Company

CreekPath Systems

MicroVention

SilverStorm Technologies

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Amount

$22M

$29M

$15M

$99M

$99M

New?

No

Yes

No

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Co-Investors

Sources

0

0

A.G. Edwards Portfolio Exits

8 Portfolio Exits

A.G. Edwards has 8 portfolio exits. Their latest portfolio exit was Perfect Commerce (acquired by CorMine) on June 21, 2007.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

6/21/2007

Acquired

$99M

2/8/2007

IPO

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$99M

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0

11/20/2006

Acquired

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$99M

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10

8/18/2006

Acquired

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$99M

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0

3/15/2006

Acquired

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$99M

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10

Date

6/21/2007

2/8/2007

11/20/2006

8/18/2006

3/15/2006

Exit

Acquired

IPO

Acquired

Acquired

Acquired

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

0

10

0

10

A.G. Edwards Fund History

2 Fund Histories

A.G. Edwards has 2 funds, including A.G. Edwards Private Equity Partners II LP.

Closing Date

Fund

Fund Type

Status

Amount

Sources

12/31/2001

A.G. Edwards Private Equity Partners II LP

Fund Of Funds

Closed

$92M

1

12/31/1999

A.G. Edwards Private Equity Partners LP

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$99M

10

Closing Date

12/31/2001

12/31/1999

Fund

A.G. Edwards Private Equity Partners II LP

A.G. Edwards Private Equity Partners LP

Fund Type

Fund Of Funds

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Status

Closed

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Amount

$92M

$99M

Sources

1

10

A.G. Edwards Team

6 Team Members

A.G. Edwards has 6 team members, including current Chief Executive Officer, Robert G Avis.

Name

Work History

Title

Status

Robert G Avis

Chief Executive Officer

Current

Patricia Dahl

Managing Partner

Current

Marty Bicknell

Senior Vice President

Former

Drew Dennison

Controller

Former

Douglas David Rubenstein

Managing Director

Former

Name

Robert G Avis

Patricia Dahl

Marty Bicknell

Drew Dennison

Douglas David Rubenstein

Work History

Title

Chief Executive Officer

Managing Partner

Senior Vice President

Controller

Managing Director

Status

Current

Current

Former

Former

Former

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