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EDGEWOOD MANAGEMENT LLC
CRD 106647File 801-9970
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$21.52B
Top 10% of cohort (national)
Discretionary AUM
$21.52B
Clients
1,070
1,070 accounts
Employees
41
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 8, 1974
- Principal office
- 600 STEAMBOAT ROAD, SUITE 103, GREENWICH, CT, 06830-7181
- Phone
- 203-769-7606
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $21.52B
- Discretionary AUM
- $21.52B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,070
- Non-discretionary accounts
- 0
- Total accounts
- 1,070
- AUM per client
- $20.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 131 | $1.77B |
| Investment companies | 1 | $9.03B |
| Charitable organizations | 68 | $1.47B |
| High net worth individuals | 226 | $1.46B |
| Pooled investment vehicles | 8 | $3.11B |
| Pension and profit sharing plans | 13 | $597.6M |
| State or municipal government entities | 7 | $413.8M |
| Individuals (other than high net worth individuals) | 616 | $3.66B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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.