Overview
- Headquarters
- Greenwich, CT
- Total Firm Assets
- $21.5 billion
- Average High-Net-Worth Client Portfolio Size
- $6.5 million
- Stated Minimum Account Size
- $5,000,000
Fee Disclosure
Source: EDGEWOOD MANAGEMENT LLC FORM ADV PART 2A AS OF MARCH 27, 2026 (2026-03-27) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Connecticut for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 6.78%
- Number of High-Net-Worth Clients
- 226
- Total Client Accounts
- 1,070
- Discretionary Accounts
- 1,070
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 106647
- EDGEWOOD MANAGEMENT LLC FORM ADV PART 2A AS OF MARCH 27, 2026 (2026-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗