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Building 2WEDGE CAPITAL MANAGEMENT LLP

Map pinCHARLOTTE, NC
Phone704-334-6475
NotebookSEC #801-29479
Total AUM
$7.8B
Employees
26
Clients
218

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 SOUTH COLLEGE STREET
#3800
CHARLOTTE
NC 28202-6002
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
704-334-6475

ReceiptFinancials

Total AUM
$7.8B
Accounts
215
Discretionary
$7.8B
Accounts
215
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$78M
HNW Individual Clients
1
AUM
$9M
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
5
AUM
$627M
Pension/Profit Sharing Plan Clients
117
AUM
$4.6B
Charitable Organization Clients
27
AUM
$495M
Government Entity Clients
20
AUM
$697M
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
28
AUM
$1.3B

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALAMINCNYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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