AdvisorCensus / Financial advisors / Connecticut / Bridgeport / Edgewood Management LLC
Edgewood Management LLC is an SEC-registered investment advisory firm in Greenwich, CT, registered since 1974, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.
Quick answers
From the filingHow is Edgewood Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), Edgewood Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Edgewood Management LLC located?
Edgewood Management LLC's principal office is in Greenwich, CT, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Edgewood Management LLC registered with the SEC or a state?
Edgewood Management LLC is an SEC-registered investment advisory firm, registered since 1974. Status as filed: Approved. CRD 106647.
How much does Edgewood Management LLC manage?
Edgewood Management LLC reports $21,516,592,879 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).
How have Edgewood Management LLC's assets and staff changed since 2021?
In the Form ADV data for Edgewood Management LLC: Regulatory assets under management: $51,404,927,093 in the October 2021 data and $21,516,592,879 in the October 2026 data, down 58%. Total employees: 34 in October 2021 and 41 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Edgewood Management LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (616); high net worth individuals (226); corporations or other businesses not listed above (131).
Which custodians does Edgewood Management LLC use?
Edgewood Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, N.A. and JP Morgan Chase Bank as custodians holding 10% or more of its separately managed account assets.
Does Edgewood Management LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106647
Does Edgewood Management LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Edgewood’s minimum account size is $5,000,000." "Edgewood generally requires a minimum account size of $5,000,000 to open a Large Cap Growth Portfolio. At its sole discretion, Edgewood can reduce minimums."
What changed in Edgewood Management LLC's recent Form ADV filings?
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $5,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Edgewood’s minimum account size is $5,000,000.
Edgewood generally requires a minimum account size of $5,000,000 to open a Large Cap Growth Portfolio. At its sole discretion, Edgewood can reduce minimums.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$21,516,592,879 as of October 2026, filing dated July 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1974 (52 years)
- Employees
- Total: 41. Performing investment advisory functions: 13.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
-
41 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $21,516,592,879 | 41 | July 30, 2026 |
| October 2025 | $35,937,415,715 | 42 | March 28, 2025 |
| October 2024 | $35,717,045,050 | 40 | March 29, 2024 |
| October 2023 | $28,756,627,229 | 38 | March 31, 2023 |
| October 2022 | $61,874,092,455 | 37 | March 14, 2022 |
| October 2021 | $51,404,927,093 | 34 | July 8, 2021 |
Regulatory assets under management: $51,404,927,093 in the October 2021 data and $21,516,592,879 in the October 2026 data, down 58%.
Total employees: 34 in October 2021 and 41 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $35,937,415,715 to $21,516,592,879 (-40%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Edgewood Management LLC (CRD 106647): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/edgewood-management-llc-greenwich-ct-106647