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| Wedgewood Asset Management LLC
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|---|---|
| CRD # | 312054 |
| SEC # | 801-124744 |
| CIK # | |
| AUM | 174.5 M (2026-03-26) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 310-760-4010 |
| Address | 2015 Manhattan Beach Blvd Redondo Beach, CA 90278 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Primrose Preferred Equity Fund LLC | [2022-03-25] | 97.1 M | 114.4 M |
| Filed 2025-09-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | Riverhawk Funding III LLC | [2022-03-25] | 121.9 M | 95.7 M |
| Filed 2025-09-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 210.1 |
| (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 | 210.1 |
| By Discretionary | ||
| Discretionary | 2 | 210.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 210.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.1 | |
| Total | 2 | 210.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Wedgewood Asset Management LLC | Executive Officer | 2 | 1 | |
| Evan Curtis | Director | 2 | 1 | |
| Hannah Geiser | Director | 2 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 2 |
| Serves | Institutional |
| Fund Types | Private Equity |
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