EDGEWOOD CAPITAL ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SOUTHPORT, Connecticut
CRD number
164110
Registered since
June 8, 2012

Firm profile

FINTRX

Overview

Edgewood Capital Advisors, LLC is an LLC that registered with the SEC in 2012 and is owned by an individual proprietor. The firm is identified as an adviser that sponsors and manages pooled investment vehicles — acting as sponsor, general partner, or managing member of those vehicles. It does not report itself as a capital allocator, an active ESG investor, a multi-state adviser, or a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • THOMAS MORGAN

    Chief Compliance OfficerCRD 5917608

Contacts

2 of 2
  • MICHAEL HOUSE

    Managing Director and PartnerCRD 5284609

  • THOMAS MCDEVITT

    Founder & Managing PartnerCRD 1299556

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SOUTHPORT, CT

FAIRFIELD

Location

SOUTHPORT, CT

Headquartered in SOUTHPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
2425 Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth