AdvizorPro
Wedge Capital Management LLP

Wedge Capital Management LLP. CRD 106234

Wedge Capital Management LLP logo

CRD: 106234

Wedge Capital Management LLP

$7.8B Total AUM
$7.8B Disc. AUM
-- 3Y CAGR
26 Employees
213 ADV. Clients
39 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Broadridge · Northern Trust · PNC · US Bank
Clients
Retail and Institutional
Platforms
Available
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).

Team overview

44 AVG AGE
$369.3M AVG AUM / ADVISOR
$36.4M AVG AUM / CLIENT
13.4 yrs AVG TENURE
26 Employees
21 Advisory Reps
23 RIA Reps
39yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Services

Available

Technology

Available

Owner & Executives

ANDREI EVGENIEVICH BOLSHAKOV

ANDREI EVGENIEVICH BOLSHAKOV

GENERAL PARTNER, Partner

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

BRADLEY WILLIAM HORSTMANN

Chief Compliance Officer, GENERAL PARTNER, Partner

CRD
#2713945
Ownership
10% but less than 25%
Available
Available
Available

Showing 2 of 11 owners & executives

Unlock all

Contacts

RUSSELL C ALBERS JR

RUSSELL C ALBERS JR

Quantitative Analyst

CRD
#5878640
Available
Available
Available
CHELSEA JEAN CHARETTE

CHELSEA JEAN CHARETTE

Vice President

CRD
#5814595
Available
Available
Available

Showing 2 of 23 contacts

Unlock all

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 $7,755,000,000 $36,069,767
Non-Discretionary $0 --
Total $7,755,000,000 $36,069,767

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
U.S. Government/Agency:
Available
Corporate - Investment Grade:
Available
Cash:
Available
Municipal Bonds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
U.S. Government/Agency Available Available
Corporate - Investment Grade Available Available
Cash Available Available
Municipal Bonds Available Available
Total Available Available

13F Holdings | Q2 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available

Continue browsing

View all advisor firms in North Carolina

Start a free trial and
prospect smarter