EDGEWOOD CAPITAL ADVISORS, LLC
Adviser information for EDGEWOOD CAPITAL ADVISORS, LLC last updated from Form ADV on March 24th, 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 Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-76796 |
|---|---|
| SEC ERA File Number | 802-76796 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 164110 |
| Legal Entity Identifier | None |
Principal Office
250 PEQUOT AVENUESOUTHPORT
CT
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 203-255-1700, Fax: 203-259-3030
Chief Compliance Officer
THOMAS MORGAN
250 PEQUOT AVENUE
SOUTHPORT
CT
United States
Tel:
732-239-7193
T******@******************M
(Full email address available in API data)
Industry Affiliates
| EDGEWOOD CAPITAL MANAGEMENT V LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EDGEWOOD CAPITAL PARTNERS V LLC | Real Estate Fund | $3.0M | $0.0M | 115 |
| EDGEWOOD REALTY TRUST, LLC | Real Estate Fund | $73.7M | $0.0M | 125 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCDEVITT, THOMAS, FRANCIS | Individual | – | MANAGING PARTNER AND MEMBER | 04/2002 | > 75% |
| HOUSE, MICHAEL | Individual | – | MANAGING DIRECTOR | 09/2008 | 10-25% |
| MORGAN, THOMAS, KENNETH | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2021 | < 5% |