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Wedge Capital Management LLP

Wedge Capital Management LLP. CRD 106234

Wedge Capital Management LLP logo

CRD: 106234

Wedge Capital Management LLP

$8.1B Total AUM
$8.1B Disc. AUM
-- 3Y CAGR
24 Employees
184 ADV. Clients
39 yrs Firm Age

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Firm Details

Custodian
BNY Mellon · Broadridge · Northern Trust · PNC · US Bank
Clients
Retail and Institutional
Established Date
03-31-1987
Office Locations
1

Office Locations

301 South College Street #3800 Charlotte NC

About Wedge Capital Management LLP

WEDGE Capital Management manages research-driven value strategies for institutional investors across quantitative U.S. equity value (QVM Large Cap Value launched 1994; small/mid value and blended cap offerings) and dollar-denominated, investment-grade fixed income, including LDI/long-duration, core, intermediate and short-duration mandates. Several strategies are offered as separate accounts and commingled investment trusts (CITs).

Reported data analysis

What the numbers show

Between March 24, 2025 and March 25, 2026, reported AUM increased 1.3%, from $7.7B to $7.8B.

Across 5 reported observations, AUM decreased 23.9% between March 11, 2022 and March 25, 2026, from $10.2B to $7.8B.

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 19 advisory representatives and 184 clients, or 9.7 clients per representative. That equates to $44.2M in reported AUM per client.

The profile lists 1 reported office location and 39 years in operation. The source data was last updated on August 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

44 AVG AGE
$428.1M AVG AUM / ADVISOR
$44.2M AVG AUM / CLIENT
13.5 yrs AVG TENURE
24 Employees
19 Advisory Reps
21 RIA Reps
39yrs Firm Age

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Available data coverage

  • Asset Classes
  • Custodian
  • Investment Themes
  • Platform
  • Services
  • Technology

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Owner & Executives

ANDREI EVGENIEVICH BOLSHAKOV

ANDREI EVGENIEVICH BOLSHAKOV

GENERAL PARTNER, Partner

CRD
#5308763
Ownership
10% but less than 25%
BRADLEY WILLIAM HORSTMANN

BRADLEY WILLIAM HORSTMANN

Chief Compliance Officer, GENERAL PARTNER, Partner

CRD
#2713945
Ownership
10% but less than 25%

Showing 2 of 9 owners & executives

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Contacts

RUSSELL C ALBERS JR

RUSSELL C ALBERS JR

Quantitative Analyst

CRD
#5878640
CHELSEA JEAN CHARETTE

CHELSEA JEAN CHARETTE

Vice President

CRD
#5814595

Showing 2 of 22 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-11-2022
07-17-2023
03-21-2024
03-24-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $8,133,000,000 $36,069,767
Non-Discretionary $0 --
Total $8,133,000,000 $36,069,767

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Separately Managed Accounts

SMA allocation detail is available

Wedge Capital Management LLP has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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13F Holdings | Q2 2026

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Wedge Capital Management LLP's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.

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