# Wedge Capital Management LLP

> 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.

- CRD: 106234
- Filed as: WEDGE CAPITAL MANAGEMENT LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106234
- AdvisorCensus page: https://advisorcensus.com/firm/wedge-capital-management-llp-charlotte-nc-106234

## Quick answers

**How is Wedge Capital Management LLP compensated?**
On its Form ADV (Item 5.E, October 2026), Wedge Capital Management LLP reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wedge Capital Management LLP located?**
Wedge Capital Management LLP's principal office is in Charlotte, NC, according to its Form ADV.

**Is Wedge Capital Management LLP registered with the SEC or a state?**
Wedge Capital Management LLP is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 106234.

**How much does Wedge Capital Management LLP manage?**
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).

**How have Wedge Capital Management LLP's assets and staff changed since 2021?**
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.

**What types of clients does Wedge Capital Management LLP serve?**
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).

**Which custodians does Wedge Capital Management LLP use?**
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.

**Does Wedge Capital Management LLP 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/106234

**What changed in Wedge Capital Management LLP's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- Northern Trust
- PNC Bank
- US Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $8,133,000,000
- Discretionary: $8,133,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $47,000,000 |
| High net worth individuals | Fewer than 5 | $1,000,000 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $695,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 114 | $5,015,000,000 |
| Charitable organizations | 18 | $430,000,000 |
| State or municipal government entities (including government pension plans) | 20 | $785,000,000 |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 22 | $1,160,000,000 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1987 (39 years)
- Employees: 24 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, LA, MI, NC, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wedgecapital.com
- LinkedIn @wedge-capital-management-l-l-p-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $10,775,000,000 | 31 | February 17, 2021 |
| October 2022 | $10,186,000,000 | 30 | March 11, 2022 |
| October 2023 | $7,930,000,000 | 26 | July 17, 2023 |
| October 2024 | $7,583,000,000 | 26 | March 21, 2024 |
| October 2025 | $7,652,000,000 | 25 | March 24, 2025 |
| October 2026 | $8,133,000,000 | 24 | August 3, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 21 to 19.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 20 to 21.
- Registered or notice-filed in LA, MI, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wedge Capital Management LLP (CRD 106234): Form ADV filing data as of October 2026.