Edgewood Management LLC

RIASEC RegisteredEst. 1974
Total AUM
$21.5B
Discretionary
$21.5B
100% of AUM
Avg account
$20.1M
Accounts
1,070
Employees
41
Advisory reps
10

Firm details

Headquarters
Greenwich, Connecticut
CRD number
106647
Registered since
May 8, 1974
Website
www.edgewood.com
Custodians
THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies41.97%
  • Individuals17.03%
  • Pooled Investment Vehicles14.47%
  • Corporations / Businesses8.2%
  • Charitable Organizations6.84%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Edgewood Management LLC is a privately held investment adviser organized as an LLC and registered with the SEC since 1974. The firm provides portfolio management across a range of account types, serving individual and family clients as well as institutional investors. Fee arrangements include a standard percentage-of-AUM schedule and performance-based fee structures, and advisory activity spans separately managed accounts, pooled vehicles, investment companies and institutional/business mandates. Edgewood does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%, Derivatives 1%, Public Funds/Mutual Funds 1%, Private Funds 1%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%
  • State & Local Bonds1%
  • Derivatives1%

Owners & executives

3 of 3
  • Fausto Rotundo

    Fausto Rotundo

    Partner, CFOCRD 4341782

  • Olivia Fleming

    Olivia Fleming

    Partner & Chief Compliance OfficerCRD 4493233

  • Julianne Mulhall

    Chief Compliance OfficerCRD 7519143

Contacts

3 of 7
  • Scott Edwardson

    Scott Edwardson

    Director of ResearchCRD 7852352

  • Peter Jennison

    Peter Jennison

    Partner, Portfolio ManagerCRD 1483594

  • James Carrier

    James Carrier

    PartnerCRD 1442262

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$40.7M in ETFs

Passive

100%

$40.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES SELECT DIVIDEND ETF (DVY)BlackRockPassiveLarge Value$8.6M54,92621.09%
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Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
600 Steamboat Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth