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WEDGE CAPITAL MANAGEMENT LLP
CRD 106234File 801-29479
APPROVED
Retail clients
Filing as of Aug 3, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.