Wedge Capital Management LLP
Charlotte, NC·SEC-registered · CRD #106234
Wedge Capital Management LLP is an SEC-registered investment advisory firm in Charlotte, NC managing $7.8B across 215 client accounts, with 21 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.8B
Client accounts
215
Advisory staff
21
Fee model
Fee-only
How Wedge Capital Management LLP is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Wedge Capital Management LLP
How much does Wedge Capital Management LLP manage?
Per its most recent SEC Form ADV filing (03/25/2026), Wedge Capital Management LLP reports $7.8B in regulatory assets under management across roughly 215 client accounts.
How does Wedge Capital Management LLP charge?
Wedge Capital Management LLP is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wedge Capital Management LLP a fiduciary?
Yes. Wedge Capital Management LLP is registered with the U.S. Securities and Exchange Commission (CRD #106234), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wedge Capital Management LLP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wedge Capital Management LLP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Wedge Capital Management LLP's public SEC Form ADV filing (CRD #106234, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wedge Capital Management LLP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wedge Capital Management LLP? Claim this profile.