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Donald Eric Cleven

Wedge Capital Management LLP

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About Donald Eric Cleven

Donald Cleven is a registered Investment Advisor Representative with Wedge Capital Management LLP. Donald has been with the firm since November 2014. Donald is also a Chartered Financial Analyst. Donald is registered in North Carolina. Donald has a current employment history with Wedge Capital Management LLP. Wedge Capital Management LLP manages over $7.5 billion in assets. The firm works with clients including high-net-worth individuals, charities, corporations, state and municipal government entities, and pooled investment vehicles. The firm provides portfolio management services.

Firm Information

Donald Cleven 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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Donald Cleven’s Registration & Firm History

NC

11/20/2014 - Present

Wedge Capital Management LLP (CHARLOTTE NC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Eric Cleven.
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