Wealth Manager
    SEC Registered

    Edgewood Management LLC

    Registered investment advisor · Greenwich, Connecticut · CRD #106647

    Assets Under Management
    $21.5B
    Client Accounts
    1,070
    Employees
    41
    CRD Number
    106647
    Registration
    SEC Registered
    Custodian
    Jp Morgan Chase Bank Na, Bny Mellon, N.a.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Edgewood Management LLC

    Edgewood Management LLC is an employee-owned, SEC-registered investment adviser based in New York City. Founded in 1974, the firm specializes in the active management of large capitalization growth equity portfolios. Originally a family office, Edgewood has expanded its services to include institutional clients, high-net-worth individuals, and pooled investment vehicles through separately managed accounts. The firm employs a research-driven, bottom-up fundamental analysis approach to stock sele

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Edgewood Management LLC

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    Frequently Asked Questions

    What is Edgewood Management LLC's AUM?

    Edgewood Management LLC reports approximately $21.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Edgewood Management LLC headquartered?

    Edgewood Management LLC is headquartered in Greenwich, Connecticut.

    What is Edgewood Management LLC's CRD number?

    Edgewood Management LLC's CRD number is 106647. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Edgewood Management LLC manage?

    Edgewood Management LLC manages approximately 1,070 client accounts according to its latest SEC filing.

    Is Edgewood Management LLC SEC registered?

    Yes, Edgewood Management LLC is registered with the SEC as an investment adviser with an approved registration status.

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