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 11 - 20 of 32 top financial advisors.
11
John E. Flinn
CRD#: 4704468
Charlotte, NC 28202

John Flinn (CRD# 4704468) 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.

12
Joseph A. Hamlin
CRD#: 6557260
Charlotte, NC 28202

Joseph Hamlin (CRD# 6557260) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 3 years of experience in the finance industry.

13
Stephen Yee Fai Ho
CRD#: 6227837
Charlotte, NC 28202

Stephen Yee Fai Ho (CRD# 6227837) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has 1 year of experience in the finance industry.

14
Bradley W. Horstmann
CRD#: 2713945
Charlotte, NC 28202

Bradley Horstmann (CRD# 2713945) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 23 years of experience in the finance industry.

15
Monika M. Lariche
CRD#: 4628035
Charlotte, NC 28202

Monika Lariche (CRD# 4628035) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 16 years of experience in the finance industry.

16
Christopher J. Lewis
CRD#: 5381932
Charlotte, NC 28202

Christopher Lewis (CRD# 5381932) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 9 years of experience in the finance industry.

17
Joseph E. Linz
CRD#: 6574198
Charlotte, NC 28202

Joseph Linz (CRD# 6574198) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 3 years of experience in the finance industry.

18
Leah M. Long
CRD#: 1943184
Charlotte, NC 28202

Leah Long (CRD# 1943184) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 30 years of experience in the finance industry.

19
John G. Norman
CRD#: 2123276
Charlotte, NC 28202

John Norman (CRD# 2123276) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 20 years of experience in the finance industry.

20
Brian J. Pratt
CRD#: 5185192
Charlotte, NC 28202

Brian Pratt (CRD# 5185192) 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.

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