Wedge Capital Management LLP

Wedge Capital Management LLP (CRD# 106234) is a financial advisory firm headquartered in Charlotte, NC. They manage $10,462,000,000 in 381 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,462
    MILLION
  • Total Number of Accounts
    381
    ACCOUNTS
  • Average Account Value
    $27,459,318
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, NY, SC, TX

Financial Advisors at Wedge Capital Management LLP
Showing 1 - 10 of 32 top financial advisors.
1
Russell C. Albers
CRD#: 5878640
Charlotte, NC 28202

Russell Albers (CRD# 5878640) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year of experience in the finance industry.

2
Jason T. Boles
CRD#: 3022186
Charlotte, NC 28202

Jason Boles (CRD# 3022186) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 21 years of experience in the finance industry.

3
Andrei E. Bolshakov
CRD#: 5308763
Charlotte, NC 28202

Andrei Bolshakov (CRD# 5308763) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year of experience in the finance industry.

4
Thomas C. Calame
CRD#: 2406421
Charlotte, NC 28202

Thomas Calame (CRD# 2406421) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 25 years of experience in the finance industry.

5
John M. Carr
CRD#: 4228354
Charlotte, NC 28202

John Carr (CRD# 4228354) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 13 years of experience in the finance industry.

6
Orton Chen
CRD#: 3049077
Charlotte, NC 28202

Orton Chen (CRD# 3049077) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 14 years of experience in the finance industry.

7
Donald E. Cleven
CRD#: 3215070
Charlotte, NC 28202

Donald Cleven (CRD# 3215070) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year of experience in the finance industry.

8
Chantal E. Decker
CRD#: 5823106
Charlotte, NC 28202

Chantal Decker (CRD# 5823106) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 8 years of experience in the finance industry.

9
Dustin J. Demaio
CRD#: 5306210
Charlotte, NC 28202

Dustin Demaio (CRD# 5306210) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 11 years of experience in the finance industry.

10
Bradley S. Fisher
CRD#: 2309028
Charlotte, NC 28202

Bradley Fisher (CRD# 2309028) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 26 years of experience in the finance industry.

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