EDGEWOOD MANAGEMENT LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 106647
- Registered since
- May 8, 1974
- Website
- www.edgewood.com
- Custodians
- J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies41.97%
- Individuals17.03%
- Pooled Investment Vehicles14.47%
- Corporations / Businesses8.2%
- Charitable Organizations6.84%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Edgewood Management LLC is a privately held investment adviser formed in 1974 that manages portfolios for both individual and institutional clients. The firm primarily provides discretionary portfolio management across separate accounts, pooled vehicles and investment companies, and it also acts as sponsor, general partner or managing member for pooled investment vehicles it oversees. Compensation includes a percentage-of-AUM element and performance-based fees. Edgewood reports it does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Derivatives1%
- Public Funds/Mutual Funds1%
Owners & executives
3 of 3FAUSTO ROTUNDO
Partner, CFOCRD 4341782
OLIVIA FLEMING
Partner & Chief Compliance OfficerCRD 4493233
JULIANNE MULHALL
Chief Compliance OfficerCRD 7519143
Contacts
3 of 8SCOTT EDWARDSON
Director of ResearchCRD 7852352
PETER JENNISON
Partner, Portfolio ManagerCRD 1483594
ALEXANDER FARMAN-FARMAIAN
Vice Chairman, PartnerCRD 1817919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$39.7M in ETFs
100%
$39.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SELECT DIVIDEND ETF (DVY) | BlackRock | Passive | Large Value | $8.3M | 54,926 | 20.94% |
Location
GREENWICH, CT
FAIRFIELD
Location
GREENWICH, CT
Headquartered in GREENWICH, 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
- 600 Steamboat Rd
- Time zone
- ET (UTC-5)
- Office locations
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