Asset manager · Charlotte, NC
Wedge Capital Management LLP
SEC-registered investment adviser · CRD 106234 · SEC 801-29479
At a glance
Wedge Capital Management LLP is an SEC-registered investment adviser based in Charlotte, North Carolina, with $8.1 billion in regulatory assets under management as of its Form ADV filed August 3, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 6 individual clients. By Form ADV it is a asset manager, ranked 563rd of 3,218 asset managers and 1,551st of 17,210 SEC-registered advisers by assets.
Main office 704-334-6475wedgecapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $8.1B
- Rank among asset managers
- #563 of 3,218
- Rank among all SEC RIAs
- #1,551 of 17,210
- Rank in North Carolina
- #18 of 288
- Individual clients
- 6
- High-net-worth clients
- 0
- Accounts
- 185
- Discretionary
- 100% of AUM
- Employees
- 24
- Advisory staff
- 19
- Offices
- 1
Owners and executives on its Form ADV
- Bradley W. HorstmannChief Compliance Officer, General Partner
- John G. NormanGeneral Partner
- Andrei E. BolshakovGeneral Partner
- Donald E. ClevenGeneral Partner
- Thomas C. CalameGeneral Partner
- Christopher J. LewisGeneral Partner
- Brian H. WhisnantGeneral Partner
- Li ZhangGeneral Partner
- Wesley S. StoltzGeneral Partner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 114 | $5.0B | 62% |
| Corporations or other businesses | 22 | $1.2B | 14% |
| State or municipal government entities | 20 | $785M | 10% |
| Pooled investment vehicles | 4 | $695M | 9% |
| Charitable organizations | 18 | $430M | 5% |
| Individuals | 6 | $47M | <1% |
| High-net-worth individuals | – | $1M | <1% |
Disciplinary disclosures
Wedge Capital Management LLP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗wedgecapital.com ↗
AtlasMembers
The full record on Wedge Capital Management LLP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 583 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Wedge Capital Management LLP manage?
Wedge Capital Management LLP reports $8.1 billion in regulatory assets under management across 185 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 3, 2026.
What kind of firm is Wedge Capital Management LLP?
Wedge Capital Management LLP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Wedge Capital Management LLP’s clients?
By assets, its largest client types are pension and profit sharing plans ($5.0 billion, 114 clients); corporations or other businesses ($1.2 billion, 22 clients); state or municipal government entities ($785 million, 20 clients).
Does Wedge Capital Management LLP have any disciplinary history?
Wedge Capital Management LLP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Wedge Capital Management LLP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →