Wedge Capital Management Llp
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 106234
· SEC file 801-29479
· Charlotte, NC
· www.linkedin.com
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ADV data as of Mar 25, 2026
- Regulatory AUM
- $7.8B
- Discretionary
- $7.8B
- Clients
- 213
- Avg AUM / client
- $36.4M
- Accounts
- 215
- Employees
- 26
AUM over time
$7.6B
$13.0B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 16 | $78.0M | 1.01% |
| High net worth individuals | Fewer than 5 clients | $9.0M | 0.12% |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pooled investment vehicles (non-investment companies) | 5 | $627M | 8.09% |
| Pension and profit sharing plans | 117 | $4.6B | 59.0% |
| Charitable organizations | 27 | $495M | 6.38% |
| State or municipal government entities | 20 | $697M | 8.99% |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | 28 | $1.3B | 16.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Plumbers & Pipefitters Lu 421 Pension Fund Trust Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust | 2024 | |
| Laborers Local 754 Pension Plan Trustees Of Laborers Local 754 Pension Plan | 2024 | |
| A.F.Of L. A.G.C. Building Trades Pension Plan A.F.Of L. A.G.C. Building Trades Pension | 2024 | |
| Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund Board Of Trustees, Iron Workers Local No. 5 & Iwea | 2024 | |
| Local 68 Engineers Union Annuity Plan Local 68 Engineers Union Annuity Fund Board Of Trustees | 2024 | |
| Local 68 Engineers Union Pension Plan Local 68 Engineers Union Pension Fund Board Of Trustees | 2024 | |
| Laborers Local 57 Industrial Pension Plan Trustees Of Laborers Local 57 Industrial Pension | 2024 | |
| National Elevator Industry Pension Plan National Elevator Industry Pension Plan Plan Board Of Trustees | 2024 | |
| International Association Of Firefighters Staff Representatives Pension Plan International Association Of Firefighters | 2024 | |
| Reading Health System Pension Plan Reading Health System | 2024 | |
| Construction Workers Pension Trust Fund Lake County And Vicinity Pension Plan Trustees Of Construction Workers Lake County Pension | 2024 | |
| Plasterers Local 1 Pension Plan Plasterers Local 1 Pension Plan | 2024 | |
| Roofers Local 149 Pension Fund Roofers Local 149 Pension Fund | 2024 | |
| Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd | 2024 | |
| Laborers' District Council Construction Industry Pension Fund Laborers' District Council Construction Industry Pension Fund | Philadelphia, PA | 2024 |
| Electrical Workers Local No. 292 Defined Contribution And 401 K Plan Trustees Electrical Workers Local No.292 Defined Contribution And 401 K | 2024 | |
| Electrical Workers Local No. 292 Pension Plan Trustees Electrical Workers Local No.292 Pension Plan | 2024 | |
| Pressmens Publishers Pension Fund Pressmens Publishers Pension Fund Board Of Trustees | 2024 | |
| Local 816 Labor & Management Pension Trust Fund Board Of Trustees Of Local 816 Labor And Management Pension Trust Fund | Floral Park, NY | 2024 |
| Carpenters Local Union No. 345 Pension Fund Trustees Carpenters Local Union No. 345 Pension Fund | 2024 | |
| Eastern Atlantic States Carpenters Pension Fund Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | 2024 | |
| Southern Ironworkers Pension Fund Board Of Trustees Southern Ironworkers Pension Fund | 2024 | |
| Plumbers And Pipefitters Of The Carolinas Defined Contribution Plan The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def | 2024 | |
| Marble, Tile, And Terrazzo Workers Pension Fund Board Of Trustees Of The Marble,Tile And Terrazzo | 2024 | |
| Asbestos Workers Local 42 Pension Fund Asbestos Workers Local 42 Pension Fund | Southeastern, PA | 2024 |
| Local 705 Int'l Brotherhood Of Teamsters Pension Tr. Fd. Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund | Chicago, IL | 2024 |
| Florida Trowel Trades Pension Trust Fund Florida Trowel Trades Pension Trust Fund | 2024 | |
| Eastern Atlantic States Carpenters Annuity Fund Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund | 2024 | |
| Tile Industry Retirement Savings Trust Fund Board Of Trustees, Tile Industry Retirement Savings | 2024 | |
| Bakery & Confectionery Union & Industry International Pension Fund Joint Board Of Trustees, Bakery & Confectionery Union & Industry | 2024 | |
| Munson Retirement Plan Munson Healthcare | 2024 | |
| Bronson Healthcare Retirement Plan Bronson Healthcare Group, Inc. | 2024 | |
| Local No. 8 Ibew Retirement Plan & Trust Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust | 2024 | |
| Aep Retirement Savings 401(k) Plan American Electric Power Service Corporation | 2024 | |
| Ufcw Local 1262 & Employers Pension Fund Trustees Ufcw Local 1262 Pension Fund | 2024 | |
| Usw District 10, Local 286, Pension Plan Board Of Trustees Usw District 10,Local 286, | 2024 | |
| Ufcw Union & Partcipating Food Industry Employers Tri State Pension Fund Ufcw Union & Participating Food Industry Employers Tri State Pension F | 2024 | |
| Southern District Ubc Defined Contribution Fund Board Of Trustees Of The Southern District Ubc Defined Contribution F | 2024 | |
| Sports Arena Employees Local 137 Retirement Fund Sports Arena Employees Local 137 Retirement Fund | 2024 | |
| Brotherhood Of Locomotive Engineers And Trainmen Long Island Pension Fund Board Of Trustees | 2024 | |
| Ufcw Union Local 919 & Contributing Employers' Food Pension Fund Ufcw Union Local 919 & Contributing Empl Pension | 2024 | |
| Hollow Metal Pension Fund Hollow Metal Pension Fund | 2024 | |
| Laborers Local Union No. 158 Pension Plan Laborers Local Union No. 158 Pension Fund | 2024 | |
| Steelworkers Pension Trust Steelworkers Pension Trust | Pittsburgh, PA | 2024 |
| Twu Westchester Private Bus Lines Pension Trust Twu Westchester Private Bus Lines Pension Trust | 2024 | |
| I.B.E.W. Local Union # 654 Defined Benefit Pension Plan Ibew Lu 654 Pension Fund Trustees | 2024 | |
| Teamsters Employers Local 945 Pension Fund Board Of Trustees Teamsters Local 945 Pension Fund | 2024 | |
| Teamsters Local 469 Pension Plan Trustees Of Teamsters Local No. 469 Pension Fund | 2024 | |
| Milk Drivers And Dairy Employees Local 246 Pension Fund Milk Drivers & Dairy Employees Local No. 246 Of Washington D.C Pension | 2024 | |
| International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De | 2024 | |
| Desert States Employers & Ufcw Unions Pension Plan Board Of Trustees, Desert States Employers & Ufcw | 2024 | |
| Ufcw Unions And Participating Employers Pension Plan Board Of Trustees The Ufcw Unions And Participating Employers Pension | 2024 | |
| Eastern Shore Teamsters Pension Fund Board Of Trustees Of The Eastern | 2024 | |
| Tri State Carpenters And Joiners Pension Trust Fund Board Of Trustees Tri State Carpenters And Joiners Pension | 2024 | |
| New Orleans Electrical Pension Fund Board Of Trustees Of The Noe Pension Plan | 2024 | |
| Truck Drivers & Helpers Local Union No. 355 Retirement Plan Joint Board Of Trustees Of The Drivers And Helpers Local No. 355 | 2024 | |
| Genuine Parts Company Pension Plan Genuine Parts Company | 2024 |
People (23)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley William Horstmann | Chief Compliance Officer, General Partner | CFA | Dec 1995 (31y) | 10% – 25% |
| John Gustin Norman | General Partner | Jan 2005 (22y) | 10% – 25% | |
| Brian Haddon Whisnant | General Partner | CFA | Jan 2007 (20y) | Less than 5% |
| Andrei Evgenievich Bolshakov | General Partner | CFA | Mar 2007 (19y) | 10% – 25% |
| Thomas Caldwell Calame | General Partner | CFA | Jul 2007 (19y) | Less than 5% |
| Andrew James Rosenberg | General Partner | CFA | Sep 2007 (19y) | 5% – 10% |
| Wesley Scott Stoltz | General Partner | CFA | Sep 2008 (18y) | Less than 5% |
| Li Zhang | General Partner | CFA | Jan 2010 (17y) | Less than 5% |
| Witt, Darrin, Richard | General Partner | Jan 2014 (13y) | 10% – 25% | |
| Christopher James Lewis | General Partner | CFA | Aug 2014 (12y) | Less than 5% |
| Donald Eric Cleven | General Partner | CFA | Nov 2014 (12y) | 5% – 10% |
| Richard Arthur Wells | General Partner | Dec 2015 (11y) | Less than 5% | |
| Monika Marta Lariche | Registered representative | CFA | Feb 2003 (23y) | |
| Dustin Joseph Demaio | Registered representative | Oct 2007 (19y) | ||
| Chantal Elizabeth Decker | Registered representative | May 2011 (15y) | ||
| Joseph Andrew Hamlin | Registered representative | CFA | Jan 2016 (11y) | |
| Russell C Albers | Registered representative | CFA | Oct 2017 (9y) | |
| Jonathan M Souza | Registered representative | CFA | Oct 2019 (7y) | |
| Chelsea Jean Charette | Registered representative | Feb 2020 (6y) | ||
| Aaron Thomas Koscheski | Registered representative | CFA | Jan 2021 (6y) | |
| Robert Theodore O'dell | Registered representative | CFA | Dec 2023 (3y) | |
| Brittney Taylor Kudla | Registered representative | Apr 2025 (1y) | ||
| Nicholas Eldridge | Registered representative | Apr 2025 (1y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (57)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Plumbers & Pipefitters Lu 421 Pension Fund Trust | Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust | 1,326 | $124M | 09/01/2024 |
| Laborers Local 754 Pension Plan | Trustees Of Laborers Local 754 Pension Plan | 285 | $83.2M | 07/01/2024 |
| A.F.Of L. A.G.C. Building Trades Pension Plan | A.F.Of L. A.G.C. Building Trades Pension | 1,151 | $185M | 07/01/2024 |
| Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund | Board Of Trustees, Iron Workers Local No. 5 & Iwea | 817 | $425M | 07/01/2024 |
| Local 68 Engineers Union Annuity Plan | Local 68 Engineers Union Annuity Fund Board Of Trustees | 5,542 | $971M | 07/01/2024 |
| Local 68 Engineers Union Pension Plan | Local 68 Engineers Union Pension Fund Board Of Trustees | 2,270 | $462M | 07/01/2024 |
| Laborers Local 57 Industrial Pension Plan | Trustees Of Laborers Local 57 Industrial Pension | 1,436 | $338M | 07/01/2024 |
| National Elevator Industry Pension Plan | National Elevator Industry Pension Plan Plan Board Of Trustees | 28,678 | $12.2B | 07/01/2024 |
| International Association Of Firefighters Staff Representatives Pension Plan | International Association Of Firefighters | 57 | $110M | 07/01/2024 |
| Reading Health System Pension Plan | Reading Health System | 1,883 | $432M | 07/01/2024 |
| Construction Workers Pension Trust Fund Lake County And Vicinity Pension Plan | Trustees Of Construction Workers Lake County Pension | 3,051 | $591M | 06/01/2024 |
| Plasterers Local 1 Pension Plan | Plasterers Local 1 Pension Plan | 46 | $13.9M | 06/01/2024 |
| Roofers Local 149 Pension Fund | Roofers Local 149 Pension Fund | 1,102 | $334M | 06/01/2024 |
| Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund | Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd | 470 | $128M | 05/01/2024 |
| Laborers' District Council Construction Industry Pension Fund | Laborers' District Council Construction Industry Pension Fund | 2,817 | $1.2B | 05/01/2024 |
| Electrical Workers Local No. 292 Defined Contribution And 401 K Plan | Trustees Electrical Workers Local No.292 Defined Contribution And 401 K | 5,698 | $1.2B | 05/01/2024 |
| Electrical Workers Local No. 292 Pension Plan | Trustees Electrical Workers Local No.292 Pension Plan | 2,466 | $447M | 05/01/2024 |
| Pressmens Publishers Pension Fund | Pressmens Publishers Pension Fund Board Of Trustees | 0 | $97.1M | 04/01/2024 |
| Local 816 Labor & Management Pension Trust Fund | Board Of Trustees Of Local 816 Labor And Management Pension Trust Fund | 566 | $153M | 02/01/2024 |
| Carpenters Local Union No. 345 Pension Fund | Trustees Carpenters Local Union No. 345 Pension Fund | 0 | $0 | 01/01/2024 |
| Eastern Atlantic States Carpenters Pension Fund | Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | 12,161 | $5.0B | 01/01/2024 |
| Southern Ironworkers Pension Fund | Board Of Trustees Southern Ironworkers Pension Fund | 851 | $188M | 01/01/2024 |
| Plumbers And Pipefitters Of The Carolinas Defined Contribution Plan | The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def | 1,335 | $63.5M | 01/01/2024 |
| Marble, Tile, And Terrazzo Workers Pension Fund | Board Of Trustees Of The Marble,Tile And Terrazzo | 298 | $36.8M | 01/01/2024 |
| Asbestos Workers Local 42 Pension Fund | Asbestos Workers Local 42 Pension Fund | 113 | $38.7M | 01/01/2024 |
Top 25 of 57 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $1.1B (14% of AUM) Mar 2025
- Northern Trust $1.0B (13% of AUM) Mar 2026
- Pnc Financial Services Group, Inc. $943M (12% of AUM) Mar 2026
- U.S. Bank $885M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗