Investment adviser · CRD 106647

EDGEWOOD MANAGEMENT LLC

Investment adviser filing (IA)

GREENWICH, CT, United States · Form ADV filed Jul 30, 2026

Regulatory AUM
$21.5B
Form ADV · Item 5.F
Client accounts
1,070
Accounts, not individual clients
Employees
41
Reported in this filing
Advisory professionals
13
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies1$9,031,119,72742.0%
Individuals616$3,664,576,72117.0%
Pooled investment vehicles8$3,113,680,18614.5%
Corporations & businesses131$1,765,235,0528.2%
Charities68$1,472,210,8136.8%
High-net-worth individuals226$1,458,344,5316.8%
Retirement plans13$597,632,5592.8%
Government entities7$413,793,2901.9%
Filing source

Form ADV 2122291 · Jul 30, 2026 · Item 5.D

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

Private funds & service providers

0 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.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Jul 30, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

600 STEAMBOAT ROAD, SUITE 103
GREENWICH, CT, 06830-7181, United States

CRD 106647

Filing source

Form ADV 2122291 · Jul 30, 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.