{
  "crd_number": 106234,
  "slug": "wedge-capital-management-llp-charlotte-nc-106234",
  "primary_business_name": "WEDGE CAPITAL MANAGEMENT LLP",
  "legal_name": "WEDGE CAPITAL MANAGEMENT LLP",
  "dbas": [],
  "city": "Charlotte",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1987-03-31",
  "years_registered": 39,
  "period": "2026-10-01",
  "filing_date": "2026-08-03",
  "carried_forward": false,
  "raum_total": 8133000000.0,
  "raum_discretionary": 8133000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 24,
  "advisory_employees": 19,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 430000000.0,
      "count": 18
    },
    "individuals": {
      "raum": 47000000.0,
      "count": 6
    },
    "banking_thrift": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 785000000.0,
      "count": 20
    },
    "insurance_companies": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 5015000000.0,
      "count": 114
    },
    "other_investment_advisers": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1000000.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 695000000.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 1160000000.0,
      "count": 22
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "LA",
    "MI",
    "NC",
    "NY",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/wedge-capital-management-l-l-p-/about",
    "https://wedgecapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106234",
  "city_as_filed": "CHARLOTTE",
  "url": "https://advisorcensus.com/firm/wedge-capital-management-llp-charlotte-nc-106234",
  "display_name": "Wedge Capital Management LLP",
  "summary": "Wedge Capital Management LLP is an SEC-registered investment advisory firm in Charlotte, NC, registered since 1987, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 3, 2026.",
  "citation": "AdvisorCensus. Wedge Capital Management LLP (CRD 106234): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "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 Wedge Capital Management LLP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wedge Capital Management LLP reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Wedge Capital Management LLP located?",
      "a": "Wedge Capital Management LLP's principal office is in Charlotte, NC, according to its Form ADV."
    },
    {
      "q": "Is Wedge Capital Management LLP registered with the SEC or a state?",
      "a": "Wedge Capital Management LLP is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 106234."
    },
    {
      "q": "How much does Wedge Capital Management LLP manage?",
      "a": "Wedge Capital Management LLP reports $8,133,000,000 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wedge Capital Management LLP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wedge Capital Management LLP: Regulatory assets under management: $10,775,000,000 in the October 2021 data and $8,133,000,000 in the October 2026 data, down 25%. Total employees: 31 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wedge Capital Management LLP serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (114); corporations or other businesses not listed above (22); state or municipal government entities (including government pension plans) (20)."
    },
    {
      "q": "Which custodians does Wedge Capital Management LLP use?",
      "a": "Wedge Capital Management LLP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, Northern Trust, PNC Bank and US Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wedge Capital Management LLP 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/106234"
    },
    {
      "q": "What changed in Wedge Capital Management LLP's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 21 to 19. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 10775000000.0,
      "total_employees": 31,
      "filing_date": "2021-02-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 10186000000.0,
      "total_employees": 30,
      "filing_date": "2022-03-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 7930000000.0,
      "total_employees": 26,
      "filing_date": "2023-07-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 7583000000.0,
      "total_employees": 26,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 7652000000.0,
      "total_employees": 25,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 8133000000.0,
      "total_employees": 24,
      "filing_date": "2026-08-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 21 to 19.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 20 to 21.",
        "Registered or notice-filed in LA, MI, TX."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "PNC Bank",
      "name_as_filed": "PNC BANK",
      "affiliated": false
    },
    {
      "name": "US Bank",
      "name_as_filed": "US 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/wedge-capital-management-llp-charlotte-nc-106234.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 47000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 1000000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 695000000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 114,
      "fewer_than_5": false,
      "raum": 5015000000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 18,
      "fewer_than_5": false,
      "raum": 430000000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 785000000.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 22,
      "fewer_than_5": false,
      "raum": 1160000000.0
    }
  ],
  "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/106234",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}