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Wedge Capital Management LLP

Headquartered in CHARLOTTE, NC

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Firm Information

Wedge Capital Management LLP is an investment adviser headquartered in Charlotte, North Carolina. The firm manages a variety of investment portfolios for individuals, businesses, pooled investment vehicles, and institutional clients, including pension and profit-sharing plans, charitable organizations, and state or municipal government entities. They have approximately $7.58 billion in regulatory assets under management. The firm provides portfolio management services and participates in wrap fee programs.

Wedge Capital Management LLP

301 SOUTH COLLEGE STREET

CHARLOTTE, NC 28202-6002

$7.58B

Assets Under Management

1

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WEDGE CAPITAL MANAGEMENT LLP has a total of 1 branch locations across the country.
location

CHARLOTTE, NC

Advisors at Wedge Capital Management LLP

View All 22 Advisors
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Jonathan M Souza

CFA®, RA

CHARLOTTE, NC

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Brian Haddon Whisnant

CFA®, RA

CHARLOTTE, NC

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John Gustin Norman

RA

CHARLOTTE, NC

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Richard Arthur Wells

RA

CHARLOTTE, NC

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Wesley Scott Stoltz

CFA®, RA

CHARLOTTE, NC

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Aaron Thomas Koscheski

CFA®, RA

CHARLOTTE, NC

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Donald Eric Cleven

CFA®, RA

CHARLOTTE, NC

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Chantal Elizabeth Decker

RA

CHARLOTTE, NC

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Disclosures

There are no public disclosures for Wedge Capital Management LLP.

Frequently Asked Questions (5)

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