Data / Investment advisers / Connecticut / Edgewood Management LLC
Edgewood Management LLC, Greenwich, CT: $21.5 billion AUM, SEC registered investment adviser
Edgewood Management LLC is an SEC registered investment adviser with its main office in Greenwich, Connecticut and reports $21.5 billion in regulatory assets under management in its Form ADV filed July 30, 2026. Its clients include investment companies, individuals and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 106647
- SEC file number
- 801-9970
- SEC status
- Approved, effective May 8, 1974
- Main office
- 600 Steamboat Road Suite 103, Greenwich, CT 06830
- Phone
- (203) 769-7606
- Regulatory AUM
- $21,516,592,879 in the Form ADV filed July 30, 2026
- Discretionary AUM
- $21,516,592,879
- Accounts
- 1,070
- Employees
- 41, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $9.03 billion |
| Individuals (other than high net worth individuals) | 616 | $3.66 billion |
| Pooled investment vehicles | 8 | $3.11 billion |
| Corporations or other businesses | 131 | $1.77 billion |
| Charitable organizations | 68 | $1.47 billion |
| High net worth individuals | 226 | $1.46 billion |
| Pension and profit sharing plans | 13 | $597.6 million |
| State or municipal government entities | 7 | $413.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $21.52 billion | March 27, 2026 |
| December 1, 2025 | $35.94 billion | March 28, 2025 |
Other advisers in Greenwich
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| L Catterton | Greenwich | $30.84 billion | 88 | adviserinfo.sec.gov |
| Paloma Partners Management Company | Greenwich | $30.29 billion | 4 | adviserinfo.sec.gov |
| Axiom Investors | Greenwich | $28.06 billion | 10 | adviserinfo.sec.gov |
| Strategic Value Partners, LLC | Greenwich | $25.61 billion | 20 | adviserinfo.sec.gov |
| Lone Pine Capital LLC | Greenwich | $21.62 billion | 14 | adviserinfo.sec.gov |
| Atlas Holdings LLC | Greenwich | $18.12 billion | 17 | adviserinfo.sec.gov |
| Greenbriar Equity Group | Greenwich | $15.65 billion | 21 | adviserinfo.sec.gov |
| Aristeia Capital, LLC | Greenwich | $13.73 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenwich, CT
- Investment advisers in Connecticut
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving individuals
- Edgewood Management LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.