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| Edgewood Management LLC
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|
|---|---|
| CRD # | 106647 |
| SEC # | 801-9970 |
| CIK # | 0001523290, 0000860561 |
| AUM | $28.8 BB (2023-03-31) |
| Employees | 38 (29% Investors, 0% Brokers) |
| Phone | 212-652-9100 |
| Address | 600 Steamboat Road Greenwich, CT 06830-7181 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001523290 0000860561 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Nvidia Corp | 399.6 | 2.3 | |
| VISA Inc | 419.3 | 2.2 | |
| Netflix Inc | 79.8 | 1.7 | |
| Intuit Inc | 109.0 | 1.7 | |
| ASML Holding NV | 197.4 | 1.7 | |
| Microsoft Corp | 1,918.2 | 1.6 | |
| ServiceNow Inc | 94.9 | 1.6 | |
| Intuitive Surgical Inc | 72.5 | 1.5 | |
| Adobe Systems Inc | 172.8 | 1.5 | |
| Chipotle Mexican Grill Inc | 36.0 | 1.5 | |
| Estee Lauder Companies Inc | 92.0 | 1.5 | |
| Danaher Corp /DE/ | 183.1 | 1.4 | |
| Nike Inc | 161.8 | 1.4 | |
| Blackstone Group LP | 69.1 | 1.3 | |
| McGraw-hill Companies Inc | 113.1 | 1.3 | |
| Illumina Inc | 29.4 | 1.3 | |
| American Tower Corp /MA/ | 117.7 | 1.2 | |
| Align Technology Inc | 19.1 | 1.1 | |
| Lululemon Athletica Inc | 35.6 | 1.1 | |
| Airbnb Inc | 58.2 | 0.7 | |
| Lilly Eli & Co | 301.8 | 0.7 | |
| IAC/InterActiveCorp | 20.5 | 0.6 | |
| Colgate Palmolive Co | 66.1 | 0.1 | |
| Apple Inc | 2,382.8 | 0.0 | |
| 3M Co | 74.2 | 0.0 | |
| Equinix Inc | 60.9 | 0.0 | |
| AbbVie Inc | 269.5 | 0.0 | |
| CME Group Inc | 74.1 | 0.0 | |
| Abbott Laboratories | 187.3 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 830 | 3.1 |
| (b) Individuals (high net worth individuals) | 317 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 14.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 16 | 4.1 |
| (g) Pension and profit sharing plans | 23 | 0.8 |
| (h) Charitable organizations | 152 | 2.0 |
| (i) State or municipal government entities | 11 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 249 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,600 | 28.8 |
| By Discretionary | ||
| Discretionary | 1,600 | 28.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,600 | 28.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.5 | |
| United States Persons | 24.3 | |
| Total | 1,600 | 28.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000860561] | |
| SC 13G | [0000860561] | |
| D | [0001523290] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Atlanta Capital Management Company LLC
✚
|
GA | 31.8 |
|
TIAA-CREF Individual & Institutional Services LLC
✚
|
NY | 30.9 |
|
Capital Group Private Client Services Inc
✚
|
CA | 30.9 |
|
Earnest Partners LLC
✚
|
GA | 29.4 |
|
BMO Private Investment Counsel Inc
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|
29.3 | |
|
Fayez Sarofim & Co LLC
✚
|
TX | 29.0 |
|
Chandler Asset Management Inc
✚
|
CA | 28.6 |
|
Western Asset Management Company Limited
✚
|
28.0 | |
|
Invesco Hong Kong Limited
✚
|
26.7 | |
|
Scout Investments Inc
✚
|
MO | 26.3 |