DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Wedge Capital Management Llp
Latest filing Aug 3, 2026
First filing on the tape Mar 15, 2012 · 31 filings
SEC status approved since Mar 31, 1987
RAUM
$8.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.6%
$48.0M individuals and HNW
Advisors
22
registered through the firm on IAPD
RAUM per advisor
$370M
derived; firm RAUM over IAPD count
Employees
24
19 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$8.1B as of Aug 3, 2026
Mar 15, 2012$8.4B then
HNW client RAUM$1.0M as of Aug 3, 2026
Feb 2, 2018$28.0M then
State-registered IARs (5.B.3)21 as of Aug 3, 2026
Mar 15, 20120 then
Employees (5.A)24 as of Aug 3, 2026
Mar 27, 201329 then
Private funds1 as of Mar 21, 2019
Mar 26, 20151 then
RAUM +6.3% over the last fiscal year+0.1% a year over threeIARs 21 to 21
Practice profile
derived from the filing of Aug 3, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- $370MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $44.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 77%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 22.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- +9.5%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$5.0B62%
- Corporations and businesses$1.2B14%
- State and municipal entities$785M9.7%
- Pooled investment vehicles$695M8.5%
- Charitable organizations$430M5.3%
- Individuals$47.0M0.6%
- High-net-worth individuals$1.0M0.0%
- Individual clients
- 6reported
- HNW clients
- n/areported
- Pension plan clients
- 114reported
- Charitable clients
- 18reported
- Accounts
- 185reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.01 fund_share=0.09 institutional_share=0.77 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
22 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Bradley William HorstmannChartered Financial Analyst | Charlotte, Nc | Dec 31, 2001 | 30 y | 0 |
| Monika Marta LaricheChartered Financial Analyst | Charlotte, Nc | Feb 20, 2003 | 23 y | 0 |
| John Gustin Norman | Charlotte, Nc | Jan 18, 2005 | 27 y | 0 |
| Brian Haddon WhisnantChartered Financial Analyst | Charlotte, Nc | Jan 10, 2007 | 20 y | 0 |
| Andrei Evgenievich BolshakovChartered Financial Analyst | Charlotte, Nc | Mar 21, 2007 | 16 y | 0 |
| Thomas Caldwell CalameChartered Financial Analyst | Charlotte, Nc | Jul 18, 2007 | 32 y | 0 |
| Andrew James RosenbergChartered Financial Analyst | Charlotte, Nc | Sep 20, 2007 | 22 y | 0 |
| Dustin Joseph Demaio | Charlotte, Nc | Oct 16, 2007 | 21 y | 0 |
| Wesley Scott StoltzChartered Financial Analyst | Charlotte, Nc | Sep 16, 2008 | 20 y | 0 |
| Li ZhangChartered Financial Analyst | Charlotte, Nc | Jan 11, 2010 | 16 y | 0 |
| Chantal Elizabeth Decker | Charlotte, Nc | May 3, 2011 | 16 y | 0 |
| Christopher James LewisChartered Financial Analyst | Charlotte, Nc | Aug 1, 2014 | 16 y | 0 |
| Donald Eric ClevenChartered Financial Analyst | Charlotte, Nc | Nov 20, 2014 | 18 y | 2 |
| Richard Arthur Wells | Charlotte, Nc | Dec 1, 2015 | 32 y | 0 |
| Joseph Andrew HamlinChartered Financial Analyst | Charlotte, Nc | Jan 21, 2016 | 11 y | 0 |
| Russell C AlbersChartered Financial Analyst | Charlotte, Nc | Oct 27, 2017 | 14 y | 0 |
| Jonathan M SouzaChartered Financial Analyst | Charlotte, Nc | Oct 25, 2019 | 11 y | 0 |
| Chelsea Jean Charette | Charlotte, Nc | Feb 13, 2020 | 14 y | 1 |
| Aaron Thomas KoscheskiChartered Financial Analyst | Charlotte, Nc | Jan 8, 2021 | 11 y | 0 |
| Robert Theodore O'DellChartered Financial Analyst | Charlotte, Nc | Dec 6, 2023 | 19 y | 1 |
| Brittney Taylor Reinhardt | Charlotte, Nc | Apr 4, 2025 | 10 y | 0 |
| Nicholas Eldridge | Charlotte, Nc | Apr 4, 2025 | 11 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- John Moore Carr to Allspring Funds Management, LLCJul 5, 2023 · Other
- Stephen Yee Fai Ho to Thompson Siegel & Walmsley LLCMay 2, 2022 · Other
- Orton Chen to Sterling Capital Management LLCOct 1, 2019 · Other
- Dustin Marshall Waide to Laurel Wealth Advisors, LLCSep 3, 2009 · Other
Joined, latest
- Nicholas Eldridge from UBS Financial Services Inc.Apr 4, 2025 · Other
- Robert Theodore O'Dell from Ameriprise Financial Services, LLCDec 6, 2023 · Other
- Chelsea Jean Charette from Lord, Abbett & Co. LLCFeb 13, 2020 · Other
- Donald Eric Cleven from Lmcg Investments, LLCNov 20, 2014 · Other
- Orton Chen from Pinnacle Associates, Ltd.Oct 4, 2013 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Wedge Capital International Small Cap, LPno longer reported | Other Private Fund | $36.4M | 3 | Mar 26, 2015 |
Owners and control persons
Schedule A and B, latest filing
- Evgenievich Andrei Bolshakov · General Partnercontrolsince 01/2010 · owns 10% to 25%
- Caldwell Thomas Calame · General Partnercontrolsince 01/2018 · owns less than 5%
- Eric Donald Cleven · General Partnercontrolsince 01/2017 · owns 5% to 10%
- William Bradley Horstmann · Chief Compliance Officer, General Partnercontrolsince 12/1995 · owns 10% to 25%
- James Christopher Lewis · General Partnercontrolsince 01/2019 · owns less than 5%
- Gustin John Norman · General Partnercontrolsince 01/2007 · owns 10% to 25%
- James Andrew Rosenberg · General Partnercontrolsince 01/2018 · owns 5% to 10%
- Scott Wesley Stoltz · General Partnercontrolsince 01/2022 · owns less than 5%
- Arthur Richard Wells · General Partnercontrolsince 01/2018 · owns less than 5%
- Haddon Brian Whisnant · General Partnercontrolsince 01/2019 · owns less than 5%
- Richard Darrin Witt · General Partnercontrolsince 01/2014 · owns 10% to 25%
- Li Zhang · General Partnercontrolsince 01/2019 · owns less than 5%
Related persons
Schedule D 7.A
- Wedge Capital, LLCpooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Charlotte, Nc · principal | 22 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 215 to 185Mar 25, 2026 to Aug 3, 2026
- Advisory employees · 21 to 19Mar 25, 2026 to Aug 3, 2026
- Charity clients · 27 to 18Mar 25, 2026 to Aug 3, 2026
- Corporate clients · 28 to 22Mar 25, 2026 to Aug 3, 2026
- Individual clients · 16 to 6Mar 25, 2026 to Aug 3, 2026
- Pension plan clients · 117 to 114Mar 25, 2026 to Aug 3, 2026
- Pooled vehicle clients · 5 to 4Mar 25, 2026 to Aug 3, 2026
- Employees · 26 to 24Mar 25, 2026 to Aug 3, 2026
- State-registered IARs · 23 to 21Mar 25, 2026 to Aug 3, 2026
- Discretionary RAUM · $7.8B to $8.1BMar 25, 2026 to Aug 3, 2026
- HNW RAUM · $9.0M to $1.0MMar 25, 2026 to Aug 3, 2026
- Individual RAUM · $78.0M to $47.0MMar 25, 2026 to Aug 3, 2026
- Pension RAUM · $4.6B to $5.0BMar 25, 2026 to Aug 3, 2026
- Pooled vehicle RAUM · $627M to $695MMar 25, 2026 to Aug 3, 2026
- RAUM · $7.8B to $8.1BMar 25, 2026 to Aug 3, 2026
- Accounts · 227 to 215Mar 24, 2025 to Mar 25, 2026
- Advisory employees · 20 to 21Mar 24, 2025 to Mar 25, 2026
- Charity clients · 30 to 27Mar 24, 2025 to Mar 25, 2026
- Corporate clients · 27 to 28Mar 24, 2025 to Mar 25, 2026
- Individual clients · 18 to 16Mar 24, 2025 to Mar 25, 2026
- Pension plan clients · 123 to 117Mar 24, 2025 to Mar 25, 2026
- Employees · 25 to 26Mar 24, 2025 to Mar 25, 2026
- State-registered IARs · 21 to 23Mar 24, 2025 to Mar 25, 2026
- Discretionary RAUM · $7.7B to $7.8BMar 24, 2025 to Mar 25, 2026
- HNW RAUM · $15.0M to $9.0MMar 24, 2025 to Mar 25, 2026
- Individual RAUM · $81.0M to $78.0MMar 24, 2025 to Mar 25, 2026
- Pension RAUM · $4.7B to $4.6BMar 24, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $608M to $627MMar 24, 2025 to Mar 25, 2026
- RAUM · $7.7B to $7.8BMar 24, 2025 to Mar 25, 2026
- Wrap assets (manager) · 0.0 to unsetMar 24, 2025 to Mar 25, 2026
- Wrap assets (sponsor) · 0.0 to unsetMar 24, 2025 to Mar 25, 2026
- Accounts · 234 to 227Mar 21, 2024 to Mar 24, 2025
- Advisory employees · 22 to 20Mar 21, 2024 to Mar 24, 2025
- Corporate clients · 29 to 27Mar 21, 2024 to Mar 24, 2025
- HNW clients · 9.0 to unsetMar 21, 2024 to Mar 24, 2025
- Individual clients · 19 to 18Mar 21, 2024 to Mar 24, 2025
- Pension plan clients · 122 to 123Mar 21, 2024 to Mar 24, 2025
- Employees · 26 to 25Mar 21, 2024 to Mar 24, 2025
- Financial planning clients · 0 to 0Mar 21, 2024 to Mar 24, 2025
- State-registered IARs · 24 to 21Mar 21, 2024 to Mar 24, 2025
Signals
16 dated events
- Marie Leah Long (General Partner) no longer on Schedule A of Wedge Capital Management Llp (listed 2023-07-17, absent 2024-03-21)Mar 21, 2024 · Control person left · inference
- David Michael Ritzer (General Partner) no longer on Schedule A of Wedge Capital Management Llp (listed 2023-07-17, absent 2024-03-21)Mar 21, 2024 · Control person left · inference
- Scott Bradley Fisher (General Partner) no longer on Schedule A of Wedge Capital Management Llp (listed 2023-03-10, absent 2023-07-17)Jul 17, 2023 · Control person left · inference
- Tyler Jason Boles (General Partner) no longer on Schedule A of Wedge Capital Management Llp (listed 2023-03-10, absent 2023-07-17)Jul 17, 2023 · Control person left · inference
- Moore John Carr (General Partner) no longer on Schedule A of Wedge Capital Management Llp (listed 2023-03-10, absent 2023-07-17)Jul 17, 2023 · Control person left · inference
- John Moore Carr left Wedge Capital Management Llp for Allspring Funds Management, Llc (registered 2024-10-22)Jul 5, 2023 · Advisor changed firm · fact
- Stephen Yee Fai Ho left Wedge Capital Management Llp for Thompson Siegel & Walmsley Llc (registered 2022-07-29)May 2, 2022 · Advisor changed firm · fact
- Scott Wesley Stoltz (General Partner) appeared on Schedule A of Wedge Capital Management LlpMar 11, 2022 · Control person joined · fact
- James Brian Pratt (General Partner) no longer on Schedule A of Wedge Capital Management Llp (listed 2020-05-22, absent 2020-12-02)Dec 2, 2020 · Control person left · inference
- Lee Martin Robinson (General Partner) no longer on Schedule A of Wedge Capital Management Llp (listed 2019-04-11, absent 2019-07-29)Jul 29, 2019 · Control person left · inference
- Tyler Jason Boles (General Partner) appeared on Schedule A of Wedge Capital Management LlpMar 21, 2019 · Control person joined · fact
- Moore John Carr (General Partner) appeared on Schedule A of Wedge Capital Management LlpMar 21, 2019 · Control person joined · fact
- James Christopher Lewis (General Partner) appeared on Schedule A of Wedge Capital Management LlpMar 21, 2019 · Control person joined · fact
- David Michael Ritzer (General Partner) appeared on Schedule A of Wedge Capital Management LlpMar 21, 2019 · Control person joined · fact
- Haddon Brian Whisnant (General Partner) appeared on Schedule A of Wedge Capital Management LlpMar 21, 2019 · Control person joined · fact
- Li Zhang (General Partner) appeared on Schedule A of Wedge Capital Management LlpMar 21, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/wedge-capital-management-l-l-p-/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Website
- wedgecapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 704-334-6475reportedpublic record, Form ADV, Aug 3, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $370Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026