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| Wedge Capital Management LLP
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| CRD # | 106234 |
| SEC # | 801-29479 |
| CIK # | |
| AUM | $7.7 B (2025-03-24) |
| Employees | 25 (80% Investors, 0% Brokers) |
| Phone | 704-334-6475 |
| Address | 301 South College Street Charlotte, NC 28202-6002 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Wedge Capital International Small Cap LP | [2015-03-26] | 36.0 | 36.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 0.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 0.6 |
| (g) Pension and profit sharing plans | 123 | 4.7 |
| (h) Charitable organizations | 30 | 0.5 |
| (i) State or municipal government entities | 20 | 0.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 227 | 7.7 |
| By Discretionary | ||
| Discretionary | 227 | 7.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 227 | 7.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.6 | |
| Total | 227 | 7.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Richard Wells | 33 | |||
| Bradley Fisher | 22 | |||
| Michael Gardner | 11 | |||
| John Carr | 11 | |||
| John Norman | 8 | |||
| Leah Long | 2 | |||
| Thomas Calame | 2 | |||
| Bradley Horstmann | 2 | |||
| Andrei Bolshakov | 2 | |||
| Darrin Witt | 2 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hornor Townsend & Kent LLC
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|
PA | 7.8 |
|
Homestead Advisers Corp
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|
VA | 7.7 |
|
Cadaret Grant & Co Inc
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|
NY | 7.7 |
|
Advisor Partners II LLC
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|
CA | 7.7 |
|
Guided Choice Asset Management Inc
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|
NV | 7.7 |
|
Stephens Investment Management Group LLC
✚
|
AR | 7.6 |
|
Harbour Investments Inc
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|
WI | 7.6 |
|
Marshfield Associates Inc
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|
DC | 7.5 |
|
McMorgan & Company LLC
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|
CA | 7.4 |
|
ARAX Advisory Partners LLC
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|
CO | 7.3 |