WEDGE CAPITAL MANAGEMENT LLP

RIASEC RegisteredEst. 1987
Total AUM
$7.8B
Discretionary
$7.8B
100% of AUM
Avg account
$36.1M
Accounts
215
Employees
26
Advisory reps
23

Firm details

Headquarters
Charlotte, North Carolina
CRD number
106234
Registered since
March 31, 1987
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, PNC INVESTMENTS LLC, U.S. BANK, N.A.
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans58.99%
  • Corporations / Businesses16.43%
  • State / Municipal Government8.99%
  • Pooled Investment Vehicles8.09%
  • Charitable Organizations6.38%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wedge Capital Management LLP is a limited liability partnership focused on discretionary portfolio management for high-net-worth individuals, families and institutional clients. The firm emphasizes public equities — primarily exchange-traded securities — as the core building block of client portfolios, and identifies a clear preference for equities over fixed income or cash holdings. Wedge is an active ESG investor, integrating environmental, social and governance considerations into investment selection and manager due diligence. Business activity centers on separately managed accounts and pooled investment vehicles. The firm serves individual and family clients alongside institutions, charging fees as a percentage of assets under management. Wedge also sponsors and serves as a general partner or managing member of pooled investment vehicles, indicating an ability to originate or manage private pooled strategies in addition to running public market portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, US Government Bonds 18%, Investment Grade Corp Bonds 7%, State & Local Bonds 2%, Cash & Cash Equivalents 2%71%
  • Exchange Traded Equities71%
  • US Government Bonds18%
  • Investment Grade Corp Bonds7%
  • State & Local Bonds2%
  • Cash & Cash Equivalents2%

Contacts

3 of 23
  • DUSTIN DEMAIO

    Head Equity TraderCRD 5306210

  • RUSSELL ALBERS

    Quantitative AnalystCRD 5878640

  • ROBERT O'DELL

    Senior Vice PresidentCRD 5187699

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
301 S College St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth