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Bradley William Horstmann

Wedge Capital Management LLP

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About Bradley William Horstmann

Bradley William Horstmann is an investment advisor representative registered with Wedge Capital Management LLP. Bradley is a Chartered Financial Analyst. Bradley has been with Wedge Capital Management LLP since 2005 and holds a Series 65 and Series 2 license. Bradley has experience providing portfolio management services for individuals, businesses, and pooled investment vehicles. Bradley specializes in investment management for individuals, businesses, and retirement plans.

Firm Information

Bradley Horstmann is currently registered with Wedge Capital Management LLP. 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.

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Bradley Horstmann’s Registration & Firm History

NC

12/31/2001 - Present

Wedge Capital Management LLP (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 03/20/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/1996

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley William Horstmann.
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