Edgewood Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwich, CT. Its latest Form ADV filing, dated March 27, 2026, reports $21.5B in regulatory assets under management, 41 employee, 1 office, and 1,070 accounts.
Assets Under Management
$21.5B
Employees
41
Offices
1 office
Total Clients
1,070
Primary office
GREENWICH, CT
600 STEAMBOAT ROAD, SUITE 103, GREENWICH, CT, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.6% of total clients.
Top client categories% of clientsClients
1
Individuals
57.6%
616
2
HNWI
21.1%
226
3
Corporations
12.2%
131
4
Charitable
6.4%
68
5
Pension Plans
1.2%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$21.5Bas of March 27, 2026
Discretionary100.0%
$21.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$21.5B
Total Accounts1,070
10Y AUM Change+$5.9B (+38.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees41
Clients per Employee26:1
10Y Employee Change+7 (+20.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.