{
  "crd_number": 106647,
  "slug": "edgewood-management-llc-greenwich-ct-106647",
  "primary_business_name": "EDGEWOOD MANAGEMENT LLC",
  "legal_name": "EDGEWOOD MANAGEMENT LLC",
  "dbas": [],
  "city": "Greenwich",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1974-05-08",
  "years_registered": 52,
  "period": "2026-10-01",
  "filing_date": "2026-07-30",
  "carried_forward": false,
  "raum_total": 21516592879.0,
  "raum_discretionary": 21516592879.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 41,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 1472210813.0,
      "count": 68
    },
    "individuals": {
      "raum": 3664576721.0,
      "count": 616
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 413793290.0,
      "count": 7
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 9031119727.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 597632559.0,
      "count": 13
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 1458344531.0,
      "count": 226
    },
    "pooled_investment_vehicles": {
      "raum": 3113680186.0,
      "count": 8
    },
    "corporations_other_businesses": {
      "raum": 1765235052.0,
      "count": 131
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MS",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "VA",
    "VT",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://edgewood.com",
    "https://linkedin.com/COMPANY/EDGEWOOD-MANAGEMENT"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106647",
  "city_as_filed": "GREENWICH",
  "url": "https://advisorcensus.com/firm/edgewood-management-llc-greenwich-ct-106647",
  "display_name": "Edgewood Management LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Edgewood Management LLC (CRD 106647): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Edgewood Management LLC compensated?",
      "a": "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."
    },
    {
      "q": "Where is Edgewood Management LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Edgewood Management LLC registered with the SEC or a state?",
      "a": "Edgewood Management LLC is an SEC-registered investment advisory firm, registered since 1974. Status as filed: Approved. CRD 106647."
    },
    {
      "q": "How much does Edgewood Management LLC manage?",
      "a": "Edgewood Management LLC reports $21,516,592,879 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Edgewood Management LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Edgewood Management LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Edgewood Management LLC use?",
      "a": "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."
    },
    {
      "q": "Does Edgewood Management LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Edgewood Management LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Edgewood Management LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 51404927093.0,
      "total_employees": 34,
      "filing_date": "2021-07-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 61874092455.0,
      "total_employees": 37,
      "filing_date": "2022-03-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 28756627229.0,
      "total_employees": 38,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 35717045050.0,
      "total_employees": 40,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 35937415715.0,
      "total_employees": 42,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 21516592879.0,
      "total_employees": 41,
      "filing_date": "2026-07-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $35,937,415,715 to $21,516,592,879 (-40%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon, N.A.",
      "name_as_filed": "BNY MELLON, N.A.",
      "affiliated": false
    },
    {
      "name": "JP Morgan Chase Bank",
      "name_as_filed": "JP MORGAN CHASE BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/edgewood-management-llc-greenwich-ct-106647.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 616,
      "fewer_than_5": false,
      "raum": 3664576721.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 226,
      "fewer_than_5": false,
      "raum": 1458344531.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 9031119727.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 3113680186.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 597632559.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 68,
      "fewer_than_5": false,
      "raum": 1472210813.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 413793290.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 131,
      "fewer_than_5": false,
      "raum": 1765235052.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106647",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}