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Christopher James Lewis

Wedge Capital Management LLP

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About Christopher James Lewis

Christopher Lewis is an investment advisor representative with Wedge Capital Management LLP. Christopher is registered with the state of North Carolina. Christopher has been in the securities industry since October 2010. Christopher is Series 63 and Series 7 licensed. Christopher also holds the Chartered Financial Analyst designation. Christopher’s current firm, Wedge Capital Management LLP, is headquartered in Charlotte, NC. Wedge Capital Management LLP manages approximately $7.5 billion in assets for its clients. Wedge Capital Management LLP primarily serves individuals, high net worth individuals, charitable organizations, corporations or other businesses, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities. Wedge Capital Management LLP specializes in providing portfolio management services.

Firm Information

Christopher Lewis 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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Christopher Lewis’s Registration & Firm History

NC

08/01/2014 - Present

Wedge Capital Management LLP (CHARLOTTE NC)

IL

10/04/2010 - 08/31/2012

RIVER BRANCH CAPITAL LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 08/29/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher James Lewis.
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