Wedge Capital Management LLP

Wedge Capital Management LLP (CRD# 106234) is a financial advisory firm headquartered in Charlotte, NC. They manage $11,330,000,000 in 359 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,330
    MILLION
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $31,559,889
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
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 29 top financial advisors.
1
Russell C. Albers
CRD#: 5878640
301 South College Street, #3800, Charlotte, NC 28202

Russell Albers (CRD# 5878640) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 2 years of experience in the finance industry.

2
Jason T. Boles
CRD#: 3022186
301 South College Street, #3800, Charlotte, NC 28202

Jason Boles (CRD# 3022186) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 22 years of experience in the finance industry.

3
Andrei E. Bolshakov
CRD#: 5308763
301 South College Street, #3800, 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
301 South College Street, #3800, 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
301 South College Street, #3800, Charlotte, NC 28202

John Carr (CRD# 4228354) 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.

6
Donald E. Cleven
CRD#: 3215070
301 South College Street, #3800, 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.

7
Chantal E. Decker
CRD#: 5823106
301 South College Street, #3800, 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.

8
Dustin J. Demaio
CRD#: 5306210
301 South College Street, #3800, Charlotte, NC 28202

Dustin Demaio (CRD# 5306210) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 12 years of experience in the finance industry.

9
Bradley S. Fisher
CRD#: 2309028
301 South College Street, #3800, Charlotte, NC 28202

Bradley Fisher (CRD# 2309028) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 27 years of experience in the finance industry.

10
Joseph A. Hamlin
CRD#: 6557260
301 South College Street, #3800, Charlotte, NC 28202

Joseph Hamlin (CRD# 6557260) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 4 years of experience in the finance industry.

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