Wedge Capital Management LLP
Assets Under Management
$7.7B
Number of Clients
223
Number of Advisors
23
Average Client AUM
$34.3M
AUM per Advisor
$332.7M
Compensation
Fee-Only (AUM)
About This Firm
WEDGE Capital Management L.L.P. offers value-oriented equity and fixed income strategies to institutional investors and high net worth individuals. They utilize a bottom-up approach to security selection, incorporating fundamental analysis and quantitative models. Services include traditional and quantitative management of stocks, fixed income management, and balanced account management. WEDGE seeks to manage client accounts on a fully discretionary basis.
Fee Structure
WEDGE's fees are based on a percentage of assets under management and are calculated quarterly in arrears. The specific fee schedule varies by product (Traditional Value Equity, Quantitative Value Equity, and Fixed Income). Fees may be negotiable on a case-by-case basis, considering factors such as mandate size and relationship history. The fees do not include brokerage commissions, custodial fees, interest, taxes, or other account expenses.
Areas of Practice
Location
301 South College Street, #3800, Charlotte, NC, 28202-6002