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| Edgewood Management LLC
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|---|---|
| CRD # | 106647 |
| SEC # | 801-9970 |
| CIK # | 0001523290, 0000860561 |
| AUM | $35.9 B (2025-03-28) |
| Employees | 42 (31% Investors, 0% Brokers) |
| Phone | 203-769-7606 |
| Address | 600 Steamboat Road Greenwich, CT 06830-7181 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 2.6 | ||
| Netflix Inc | 2.4 | ||
| ASML Holding NV | 2.2 | ||
| VISA Inc | 2.0 | ||
| Intuit Inc | 1.8 | ||
| Broadcom Inc | 1.6 | ||
| Lilly Eli & Co | 1.5 | ||
| ServiceNow Inc | 1.5 | ||
| Synopsys Inc | 1.5 | ||
| Airbnb Inc | 1.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 722 | 4.4 |
| (b) Individuals (high net worth individuals) | 273 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 18.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 4.4 |
| (g) Pension and profit sharing plans | 15 | 1.0 |
| (h) Charitable organizations | 124 | 2.3 |
| (i) State or municipal government entities | 9 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 194 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,351 | 35.9 |
| By Discretionary | ||
| Discretionary | 1,351 | 35.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,351 | 35.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.0 | |
| United States Persons | 31.0 | |
| Total | 1,351 | 35.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000860561] | |
| SC 13G | [0000860561] | |
| D | [0001523290] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jarislowsky Fraser Limited
✚
|
38.2 | |
|
Silchester International Investors LLP
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|
38.0 | |
|
Canso Investment Counsel Ltd
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|
37.8 | |
|
Beutel Goodman & Company Ltd
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|
36.3 | |
|
Atlanta Capital Management Company LLC
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|
GA | 36.3 |
|
Wealthfront Advisers LLC
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|
CA | 35.9 |
|
BMO Private Investment Counsel Inc
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|
35.8 | |
|
IEQ Capital LLC
✚
|
CA | 35.4 |
|
Fayez Sarofim & Co LLC
✚
|
TX | 34.5 |
|
CWM LLC
✚
|
NE | 33.8 |