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).

Current Firm Details
301 South College Street, #3800, Charlotte, NC 28202
https://www.linkedin.com/company/wedge-capital-management-l-l-p-/about/
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 Albers, financial advisor Charlotte NC
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 over 2 years of experience in the finance industry.

2
Jason Boles, financial advisor Charlotte NC
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 Bolshakov, financial advisor Charlotte NC
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 Calame, financial advisor Charlotte NC
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 Carr, financial advisor Charlotte NC
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 14 years of experience in the finance industry.

6
Orton Chen, financial advisor Charlotte NC
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 15 years of experience in the finance industry.

7
Donald Cleven, financial advisor Charlotte NC
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 Decker, financial advisor Charlotte NC
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 Demaio, financial advisor Charlotte NC
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 12 years of experience in the finance industry.

10
Bradley Fisher, financial advisor Charlotte NC
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 27 years of experience in the finance industry.

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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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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