SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Wedge Capital Management LLP
Charlotte, NC
CRD 106234
Firm filing updated August 3, 2026 ·
- $8.1BAssets
- 19Advisory staff
- 185Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Pension and profit sharing plans114
- Corporations or other businesses22
- State or municipal government entities (including government pension plans)20
- Charities18
- Individuals6
- and 1 more4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 6 | $47.0 million |
| High net worth individuals | Fewer than 5 clients | $1.0 million |
| Banking or thrift institutions | Fewer than 5 clients | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $695.0 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 114 | $5.0 billion |
| Charitable organizations | 18 | $430.0 million |
| State or municipal government entities (including government pension plans) | 20 | $785.0 million |
| Other investment advisors | Fewer than 5 clients | $0 |
| Insurance companies | Fewer than 5 clients | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | 22 | $1.2 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$8.1 billion
- Accounts185
- DiscretionaryAll accounts
People
- Employees24
- Advisory staff19
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
12 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 106234, SEC file 801-29479.
- Registered with the SEC as an investment advisor (status date on record: March 31, 1987).
Is Wedge Capital Management LLP a fiduciary?
Short answer: Wedge Capital Management LLP is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.