Edgewood Management LLC
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
FINTRXOverview
Edgewood Management LLC is an individually owned investment adviser registered with the SEC in 1974. It serves individual and family clients as well as institutions, and charges fees based on assets under management and performance. The firm manages portfolios for individuals and small businesses, investment companies, pooled vehicles, and businesses or institutions. It also acts as a sponsor, general partner, or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$86.9M in ETFs
100%
$86.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $51.8M | 67,907 | 59.61% |
Location
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
Similar firms
Lone Pine Capital LLC
RIAGreenwich, CT
Atlas Holdings LLC
RIAGreenwich, CT
Strategic Value Partners, LLC
RIAGreenwich, CT
Axiom Investors
RIAGreenwich, CT
Greenbriar Equity Group
RIAGreenwich, CT
Paloma Partners Management Company
RIAGreenwich, CT