Wedgewood Asset Management LLC

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Assets, Funds, Holdings

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Wedgewood Asset Management LLC
CRD #312054
SEC #801-124744
CIK #
AUM $187.9 MM (2024-03-27)
Employees 4 (25% Investors, 0% Brokers)
Phone310-760-4010
Address2015 Manhattan Beach Blvd
Redondo Beach, CA 90278
Source [IAPD]
Total AUM ($MM)
190152114763802009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE Primrose Preferred Equity Fund LLC [2022-03-25] 96.1 96.6
Other Riverhawk Funding III LLC [2022-03-25] 119.0 91.3
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 187.9
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2 187.9
By Discretionary
Discretionary 2 187.9
Non-Discretionary 0 0.0
Total 2 187.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 187.9
Total 2 187.9
Form D Directors # Filings # Firms 2011 - 2024
Wedgewood Asset Management LLC 2
Evan Curtis 2
Hannah Geiser 2
Comparable Firms State AUM ($BB)
Growth Beverage Group LP
IL 0.2
Excolere Equity Partners LLC
CA 0.2
C Cubed Capital Partners LLC
FL 0.2
Soundcore Capital Partners LP
NY 0.2
Lightsmith Climate Resilience Management LLC
NY 0.2
Lake Whillans Capital Partners LLC
TX 0.2
Coronado Resources Management LP
TX 0.2
Unitas Capital III Ltd
0.2
Lake Pacific Management Company LLC
TX 0.2
Rho Acceleration LLC
NY 0.2
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