Edgewood Management LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 106647
- Registered since
- May 8, 1974
- Website
- www.edgewood.com
- Custodians
- THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
- 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 organized as an LLC and registered with the SEC since 1974. The firm provides portfolio management across a range of account types, serving individual and family clients as well as institutional investors. Fee arrangements include a standard percentage-of-AUM schedule and performance-based fee structures, and advisory activity spans separately managed accounts, pooled vehicles, investment companies and institutional/business mandates. Edgewood does not identify 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 Equities97%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
- Derivatives1%
Owners & executives
3 of 3
Fausto Rotundo
Partner, CFOCRD 4341782
Olivia Fleming
Partner & Chief Compliance OfficerCRD 4493233
Julianne Mulhall
Chief Compliance OfficerCRD 7519143
Contacts
3 of 7
Scott Edwardson
Director of ResearchCRD 7852352
Peter Jennison
Partner, Portfolio ManagerCRD 1483594
James Carrier
PartnerCRD 1442262
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$40.7M in ETFs
100%
$40.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SELECT DIVIDEND ETF (DVY) | BlackRock | Passive | Large Value | $8.6M | 54,926 | 21.09% |
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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