WEDGEWOOD ASSET MANAGEMENT, LLC

Overview

Wedgewood Asset Management, LLC is a small private equity–style adviser that manages pooled investment vehicles for institutional clients, with SEC registration beginning in 2022. The firm’s regulatory profile and stated business activity — portfolio management for pooled investment vehicles — indicate its primary role is as an allocator and manager of closed-end or pooled structures rather than as a retail wealth manager. It is classified as a Private Equity Fund manager and is organized as a limited liability company. Investment emphasis centers on real estate-related opportunities. The firm is also registered or affiliated as a real estate broker, which suggests internal deal sourcing and transactional capabilities that support its fund management activities. Wedgewood does not self-identify as an active ESG investor, and it is not structured as a multi-state adviser or a pension consultant.

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Investments & Alternatives

Location & Offices