Wedge Capital Management LLP

RIASEC RegisteredEst. 1987

Total AUM

$8.1B

Discretionary

$8.1B

100% of AUM

Avg account

$44M

Accounts

185

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 106234
Registered since: March 31, 1987
Website: www.wedgecapital.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, U.S. BANK, N.A., PNC INVESTMENTS LLC, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans61.66%
Corporations / Businesses14.26%
State / Municipal Government9.65%
Pooled Investment Vehicles8.55%
Charitable Organizations5.29%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wedge Capital Management LLP is a privately owned limited liability partnership that has been SEC-registered since 1987 and operates as an institutional registered investment adviser. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory capabilities include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio oversight for institutions and corporate clients. The firm identifies as an active ESG investor and also acts as a sponsor, general partner, and managing member for pooled investment vehicles it runs.