WEDGE CAPITAL MANAGEMENT LLP
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, 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
FINTRXOverview
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
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 Equities71%
- US Government Bonds18%
- Investment Grade Corp Bonds7%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 23DUSTIN DEMAIO
Head Equity TraderCRD 5306210
RUSSELL ALBERS
Quantitative AnalystCRD 5878640
ROBERT O'DELL
Senior Vice PresidentCRD 5187699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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