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CRD 106234
CHARLOTTE, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BRADLEY WILLIAM HORSTMANN | Chartered Financial Analyst | CHARLOTTE, NC | 24 | 30 | n/a | no |
| MONIKA MARTA LARICHE | Chartered Financial Analyst | CHARLOTTE, NC | 23 | 23 | n/a | no |
| JOHN GUSTIN NORMAN | n/a | CHARLOTTE, NC | 21 | 27 | n/a | no |
| BRIAN HADDON WHISNANT | Chartered Financial Analyst | CHARLOTTE, NC | 19 | 20 | n/a | no |
| ANDREI EVGENIEVICH BOLSHAKOV | Chartered Financial Analyst | CHARLOTTE, NC | 19 | 16 | n/a | no |
| THOMAS CALDWELL CALAME | Chartered Financial Analyst | CHARLOTTE, NC | 19 | 32 | n/a | no |
| ANDREW JAMES ROSENBERG | Chartered Financial Analyst | CHARLOTTE, NC | 19 | 22 | n/a | no |
| DUSTIN JOSEPH DEMAIO | n/a | CHARLOTTE, NC | 18 | 21 | n/a | no |
| WESLEY SCOTT STOLTZ | Chartered Financial Analyst | CHARLOTTE, NC | 18 | 20 | n/a | no |
| LI ZHANG | Chartered Financial Analyst | CHARLOTTE, NC | 16 | 16 | n/a | no |
| CHANTAL ELIZABETH DECKER | n/a | CHARLOTTE, NC | 15 | 16 | n/a | no |
| CHRISTOPHER JAMES LEWIS | Chartered Financial Analyst | CHARLOTTE, NC | 12 | 16 | n/a | no |
| DONALD ERIC CLEVEN | Chartered Financial Analyst | CHARLOTTE, NC | 11 | 18 | 2 | no |
| RICHARD ARTHUR WELLS | n/a | CHARLOTTE, NC | 10 | 32 | n/a | no |
| JOSEPH ANDREW HAMLIN | Chartered Financial Analyst | CHARLOTTE, NC | 10 | 11 | n/a | no |
| RUSSELL C ALBERS | Chartered Financial Analyst | CHARLOTTE, NC | 8 | 14 | n/a | no |
| JONATHAN M SOUZA | Chartered Financial Analyst | CHARLOTTE, NC | 6 | 11 | n/a | no |
| CHELSEA JEAN CHARETTE | n/a | CHARLOTTE, NC | 6 | 14 | 1 | no |
| AARON THOMAS KOSCHESKI | Chartered Financial Analyst | CHARLOTTE, NC | 5 | 11 | n/a | no |
| ROBERT THEODORE O'DELL | Chartered Financial Analyst | CHARLOTTE, NC | 2 | 19 | 1 | no |
| Nicholas Eldridge | n/a | CHARLOTTE, NC | 1 | 11 | 1 | no |
| Brittney Taylor Reinhardt | n/a | CHARLOTTE, NC | 1 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WEDGE CAPITAL INTERNATIONAL SMALL CAP, LP | Other Private Fund | $36.4M | Apr 11, 2019 | 3 | Mar 26, 2015 | dropped | 021-226760 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BOLSHAKOV, ANDREI, EVGENIEVICH | GENERAL PARTNER | B | yes | 01/2010 | Mar 15, 2012 | Mar 21, 2024 |
| CALAME, THOMAS, CALDWELL | GENERAL PARTNER | Na | yes | 01/2018 | Feb 2, 2018 | Mar 21, 2024 |
| CLEVEN, DONALD, ERIC | GENERAL PARTNER | A | yes | 01/2017 | Mar 31, 2017 | Mar 21, 2024 |
| HORSTMANN, BRADLEY, WILLIAM | CHIEF COMPLIANCE OFFICER, GENERAL PARTNER | B | yes | 12/1995 | Mar 15, 2012 | Mar 21, 2024 |
| LEWIS, CHRISTOPHER, JAMES | GENERAL PARTNER | Na | yes | 01/2019 | Mar 21, 2019 | Mar 21, 2024 |
| NORMAN, JOHN, GUSTIN | GENERAL PARTNER | B | yes | 01/2007 | Mar 15, 2012 | Mar 21, 2024 |
| ROSENBERG, ANDREW, JAMES | GENERAL PARTNER | A | yes | 01/2018 | Feb 2, 2018 | Mar 21, 2024 |
| STOLTZ, WESLEY, SCOTT | GENERAL PARTNER | Na | yes | 01/2022 | Mar 11, 2022 | Mar 21, 2024 |
| WELLS, RICHARD, ARTHUR | GENERAL PARTNER | Na | yes | 01/2018 | Feb 2, 2018 | Mar 21, 2024 |
| WHISNANT, BRIAN, HADDON | GENERAL PARTNER | Na | yes | 01/2019 | Mar 21, 2019 | Mar 21, 2024 |
| WITT, DARRIN, RICHARD | GENERAL PARTNER | B | yes | 01/2014 | Mar 28, 2014 | Mar 21, 2024 |
| ZHANG, LI | GENERAL PARTNER | Na | yes | 01/2019 | Mar 21, 2019 | Mar 21, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| WEDGE CAPITAL, LLC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $7.8B | $7.8B | 26 | 21 | 0 | n/a | n/a |
| 2024 | Mar 24, 2025 | $7.7B | $7.7B | 25 | 20 | 0 | n/a | n/a |
| 2023 | Mar 21, 2024 | $7.6B | $7.6B | 26 | 22 | 0 | n/a | n/a |
| 2022 | Mar 10, 2023 | $8.1B | $8.1B | 29 | 25 | 0 | n/a | n/a |
| 2021 | Mar 11, 2022 | $10B | $10B | 30 | 24 | 0 | n/a | n/a |
| 2020 | Feb 17, 2021 | $11B | $11B | 31 | 24 | 0 | n/a | n/a |
| 2019 | Mar 11, 2020 | $11B | $11B | 32 | 26 | 0 | n/a | n/a |
| 2018 | Mar 21, 2019 | $10B | $10B | 34 | 28 | 0 | 1 | $36.4M |
| 2017 | Feb 2, 2018 | $14B | $14B | 34 | 28 | 0 | 1 | $49.2M |
| 2016 | Mar 31, 2017 | $13B | $13B | 35 | 29 | n/a | 1 | $42.5M |
| 2015 | Mar 30, 2016 | $11B | $11B | 35 | 29 | n/a | 1 | $37.7M |
| 2014 | Mar 26, 2015 | $12B | $12B | 35 | 29 | n/a | 1 | $960,214 |
| 2013 | Mar 28, 2014 | $11B | $11B | 32 | 27 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $9.2B | $9.2B | 29 | 25 | n/a | n/a | n/a |
| 2011 | Mar 15, 2012 | $8.4B | $8.4B | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $8.1B | $7.7B | 6.3% | $8.1B | 0.1% | 24 | 25 | 0 | 0 |