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WEDGE CAPITAL MANAGEMENT LLP
CRD 106234File 801-29479
APPROVED
Retail clients
Filing as of Aug 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.13B
Top 10% of cohort (national)
Discretionary AUM
$8.13B
Clients
184
185 accounts
Employees
24
Top 10% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 31, 1987
- Principal office
- 301 SOUTH COLLEGE STREET, #3800, CHARLOTTE, NC, 28202-6002
- Phone
- 704-334-6475
- Website
- http://www.wedgecapital.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.13B
- Discretionary AUM
- $8.13B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 185
- Non-discretionary accounts
- 0
- Total accounts
- 185
- AUM per client
- $44.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $1.16B |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 18 | $430.0M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | $1.0M |
| Pooled investment vehicles | 4 | $695.0M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 114 | $5.01B |
| State or municipal government entities | 20 | $785.0M |
| Individuals (other than high net worth individuals) | 6 | $47.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Employees | 26 | 24 | decreased by2 |
| Aug 12, 2026 | Clients | 213 | 184 | decreased by29 |
| Aug 12, 2026 | AUM | $7,755,000,000 | $8,133,000,000 | increased by$378,000,000 |
| Aug 12, 2026 | Accounts | 215 | 185 | decreased by30 |
| Apr 1, 2026 | Employees | 25 | 26 | increased by1 |
| Apr 1, 2026 | Clients | 223 | 213 | decreased by10 |
| Apr 1, 2026 | AUM | $7,652,000,000 | $7,755,000,000 | increased by$103,000,000 |
| Apr 1, 2026 | Accounts | 227 | 215 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 30 | 25 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 263 | 223 | decreased by40 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $10,186,000,000 | $7,652,000,000 | decreased by$2,534,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 263 | 227 | decreased by36 |
| Apr 1, 2022 | Employees | 31 | 30 | decreased by1 |
| Apr 1, 2022 | Clients | 312 | 263 | decreased by49 |
| Apr 1, 2022 | AUM | $10,775,000,000 | $10,186,000,000 | decreased by$589,000,000 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEDGE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEDGE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.