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Building 2EDGEWOOD MANAGEMENT LLC

Map pinGREENWICH, CT
Phone203-769-7606
NotebookSEC #801-9970
Total AUM
$21.5B
Employees
41
Clients
1,070

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 STEAMBOAT ROAD
SUITE 103
GREENWICH
CT 06830-7181
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
203-769-7606
Other Offices
1

ReceiptFinancials

Total AUM
$21.5B
Accounts
1,070
Discretionary
$21.5B
Accounts
1,070
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
616
AUM
$3.7B
HNW Individual Clients
226
AUM
$1.5B
Investment Company Clients
1
AUM
$9B
Pooled Vehicle Clients
8
AUM
$3.1B
Pension/Profit Sharing Plan Clients
13
AUM
$597.6M
Charitable Organization Clients
68
AUM
$1.5B
Government Entity Clients
7
AUM
$413.8M
Corporation or Business Clients
131
AUM
$1.8B

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDEFLGAIAILINKSKYLAMAMDMIMNMOMSNCNENHNJNMNVNYOHOKORPARISCSDTNTXVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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