Investment adviser · CRD 164110

EDGEWOOD CAPITAL ADVISORS, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

SOUTHPORT, CT, United States · Form ADV filed Mar 26, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

EDGEWOOD REALTY TRUST, LLCReal Estate Fund · Last reported Mar 26, 2026$92.7MGross asset value

Form D fundraising filings

Edgewood Realty Trust, LLC

Fund administrator TRIDENT FUND SERVICES ATLANTA, Georgia, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor COHN REZNICK STAMFORD, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

COHN REZNICK
PCAOB 596

Fund details & source
Fund ID
805-3825994123
Reported beneficial owners
136
Minimum commitment
$1K
Form D file number
021-354286

Form ADV 2070457 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EDGEWOOD CAPITAL PARTNERS V LLCReal Estate Fund · Last reported Mar 26, 2026$3.28MGross asset value

Form D fundraising filings

Edgewood Capital Partners V LLC

Fund administrator TRIDENT FUND SERVICES ATLANTA, Georgia, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No
Auditor COHN REZNICK STAMFORD, Connecticut, United States
Marketer MSEC, LLC OVERLAND PARK, Kansas, United States Related to adviser: No
Marketer STONEHAVEN, LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

COHN REZNICK
PCAOB 596

MSEC, LLC
CRD 154327 · SEC 8-68627

STONEHAVEN, LLC
CRD 118913 · SEC 8-53699

Fund details & source
Fund ID
805-6988718320
Reported beneficial owners
136
Minimum commitment
$25K
Form D file number
021-179924

Form ADV 2070457 · Mar 26, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EDGEWOOD CAPITAL PARTNERS IV LLCReal Estate Fund · Last reported Mar 28, 2018$750KGross asset value

Form D fundraising filings

Edgewood Capital Partners IV LLC

Fund administrator EDGEWOOD CAPITAL MANAGEMENT IV LLC SOUTHPORT, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor COHN REZNICK STAMFORD, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

COHN REZNICK
PCAOB 596

Fund details & source
Fund ID
805-5583919994
Reported beneficial owners
17
Minimum commitment
$40K
Form D file number
021-136032

Form ADV 1197882 · Mar 28, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EDGEWOOD CAPITAL HOLDINGS III LLCReal Estate Fund · Last reported Mar 28, 2018$255KGross asset value
Fund administrator EDGEWOOD CAPITAL MANAGEMENT III LLC SOUTHPORT, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-3093367048
Reported beneficial owners
10
Minimum commitment
$75K
Form D file number
021-119383

Form ADV 1197882 · Mar 28, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EDGEWOOD CAPITAL PARTNERS I LPReal Estate Fund · Last reported Mar 20, 2015$250KGross asset value
Fund administrator EDGEWOOD CAPITAL HOLDINGS I, LLC SOUTHPORT, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-1145868667
Reported beneficial owners
20
Minimum commitment
$250K

Form ADV 884706 · Mar 20, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EDGEWOOD CAPITAL PARTNERS II LLCReal Estate Fund · Last reported Mar 28, 2018$0Gross asset value
Fund administrator EDGEWOOD CAPITAL HOLDINGS II, LLC SOUTHPORT, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8603824862
Reported beneficial owners
13
Minimum commitment
$250K
Form D file number
021-75150

Form ADV 1197882 · Mar 28, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 26, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

2425 POST ROAD, SUITE 300
SOUTHPORT, CT, 06890-1267, United States

CRD 164110

Filing source

Form ADV 2070457 · Mar 26, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.