WEDGE CAPITAL MANAGEMENT LLP
Adviser information for WEDGE CAPITAL MANAGEMENT LLP last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 26 |
|---|---|
| Investment Advisory/Research | 22 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 24 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 234 | $7.6B |
| Non-Discretionary | 0 | $0 |
| Total | 234 | $7.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 19 | $83.0M |
| HNW Individuals | 9 | $24.0M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $798.0M |
| Pension and profit sharing plans | 122 | $4.5B |
| Charitable organizations | 30 | $518.0M |
| State or municipal gov entities | 20 | $551.0M |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | 29 | $1.1B |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| MERRILL LYNCH UNIFIED MANAGED ACCOUNT | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED AND MANAGED ACCOUNT ADVISORS LLC |
Identifiers
| SEC RIA File Number | 801-29479 |
|---|---|
| SEC ERA File Number | 801-29479 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106234 |
| Legal Entity Identifier | 254900TF8063QPMAOK93 |
Principal Office
301 SOUTH COLLEGE STREET#3800
CHARLOTTE
NC
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 704-334-6475, Fax: 704-334-3542
Chief Compliance Officer
BRADLEY W. HORSTMANN
GENERAL PARTNER/CCO
301 SOUTH COLLEGE STREET
#3800
CHARLOTTE
NC
United States
Tel:
704-334-6475
Fax:
704-334-3542
B*********@***************M
(Full email address available in API data)
Regulatory Contact
CHANTAL E. DECKER
EXECUTIVE VICE PRESIDENT - COMPLIANCE
301 SOUTH COLLEGE STREET
#3800
CHARLOTTE
NC
United States
Tel:
704-334-6475
Fax:
704-334-3542
C******@***************M
(Full email address available in API data)
Industry Affiliates
| WEDGE CAPITAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HORSTMANN, BRADLEY, WILLIAM | Individual | – | CHIEF COMPLIANCE OFFICER, GENERAL PARTNER | 12/1995 | 10-25% |
| NORMAN, JOHN, GUSTIN | Individual | – | GENERAL PARTNER | 01/2007 | 10-25% |
| BOLSHAKOV, ANDREI, EVGENIEVICH | Individual | – | GENERAL PARTNER | 01/2010 | 10-25% |
| WITT, DARRIN, RICHARD | Individual | – | GENERAL PARTNER | 01/2014 | 10-25% |
| CLEVEN, DONALD, ERIC | Individual | – | GENERAL PARTNER | 01/2017 | 5-10% |
| ROSENBERG, ANDREW, JAMES | Individual | – | GENERAL PARTNER | 01/2018 | 5-10% |
| WELLS, RICHARD, ARTHUR | Individual | – | GENERAL PARTNER | 01/2018 | < 5% |
| CALAME, THOMAS, CALDWELL | Individual | – | GENERAL PARTNER | 01/2018 | < 5% |
| LEWIS, CHRISTOPHER, JAMES | Individual | – | GENERAL PARTNER | 01/2019 | < 5% |
| WHISNANT, BRIAN, HADDON | Individual | – | GENERAL PARTNER | 01/2019 | < 5% |
| ZHANG, LI | Individual | – | GENERAL PARTNER | 01/2019 | < 5% |
| STOLTZ, WESLEY, SCOTT | Individual | – | GENERAL PARTNER | 01/2022 | < 5% |