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EDGEWOOD MANAGEMENT LLC
CRD 106647File 801-9970
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.EDGEWOOD.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 42 | 41 | decreased by1 |
| Apr 1, 2026 | Clients | 1,351 | 1,070 | decreased by281 |
| Apr 1, 2026 | AUM | $35,937,415,715 | $21,516,592,879 | decreased by$14,420,822,836 |
| Apr 1, 2026 | Accounts | 1,351 | 1,070 | decreased by281 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 37 | 42 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,765 | 1,351 | decreased by414 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $61,874,092,455 | $35,937,415,715 | decreased by$25,936,676,740 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,766 | 1,351 | decreased by415 |
| Apr 1, 2022 | Employees | 34 | 37 | increased by3 |
| Apr 1, 2022 | Clients | 1,444 | 1,765 | increased by321 |
| Apr 1, 2022 | AUM | $51,404,927,093 | $61,874,092,455 | increased by$10,469,165,362 |
| Apr 1, 2022 | Accounts | 1,445 | 1,766 | increased by321 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EDGEWOOD MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EDGEWOOD MANAGEMENT” 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.