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Thomas Caldwell Calame

Wedge Capital Management LLP

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About Thomas Caldwell Calame

Thomas Caldwell Calame is a financial professional with over 20 years of experience in the industry. Thomas is currently registered with Wedge Capital Management LLP as a Registered Investment Advisor (RIA). Before joining Wedge Capital Management LLP, Thomas worked at various financial institutions including Columbia Management Distributors, Inc., BACAP Distributors, LLC, Banc of America Investment Services, Inc., and Stephens Inc. Thomas holds several professional designations, including a Chartered Financial Analyst (CFA). His areas of expertise include portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Thomas Calame 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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Thomas Calame’s Registration & Firm History

NC

07/18/2007 - Present

Wedge Capital Management LLP (CHARLOTTE NC)

NC

08/20/2005 - 06/05/2007

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (CHARLOTTE NC)

NC

08/20/2003 - 08/20/2005

BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)

MA

01/02/1996 - 12/14/2001

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

AR

02/01/1994 - 01/01/1996

STEPHENS INC. (LITTLE ROCK AR)

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Licenses & Designations

IA

Issued 09/18/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/1996

Series 24 - General Securities Principal Examination

BC

Issued 03/08/1996

Series 7 - General Securities Representative Examination

BC

Issued 01/31/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Caldwell Calame.
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