Edgewood Management LLC

Edgewood Management LLC (CRD# 106647) is a financial advisory firm headquartered in Greenwich, CT. They manage $35,717,045,050 in 1,480 accounts and serve the financial needs of clients across 41 states (or territories).

Current Firm Details
600 Steamboat Road, Suite 103, Greenwich, CT 06830
https://www.linkedin.com/company/edgewood-management/
By the Numbers
  • Total Assets Under Management
    35,717
    MILLION
  • Total Number of Accounts
    1,480
    ACCOUNTS
  • Average Account Value
    $24,133,139
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WY

Financial Advisors at Edgewood Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas Stephens, financial advisor Greenwich CT
Nicholas A. Stephens
CRD#: 1574180
600 Steamboat Road, Suite 103, Greenwich, CT 06830

Nicholas Stephens (CRD# 1574180) is an Investment Advisor Representative working at Edgewood Management LLC in Greenwich, CT and has 1 year of experience in the finance industry.

2
Scott Edwardson, financial advisor New York NY
Scott D. Edwardson
CRD#: 7852352
535 Madison Avenue, 15th Floor, New York, NY 10022

Scott Edwardson (CRD# 7852352) is an Investment Advisor Representative working at Edgewood Management LLC in New York, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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