Investment adviser · CRD 312054
WEDGEWOOD ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
REDONDO BEACH, CA, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $175M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 2 | $174,534,906 | 100.0% |
Filing source
Form ADV 2065978 · Mar 26, 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
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PRIMROSE PREFERRED EQUITY FUND, LLCPrivate Equity Fund · Last reported Mar 26, 2026$87.5MGross asset value
Form D fundraising filings
Primrose Preferred Equity Fund, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
CHASE BANK, N.A.
LEI P75WI43B18E8SLP5FN93
Fund details & source
- Fund ID
- 805-7678552168
- Reported beneficial owners
- 26
- Minimum commitment
- $1M
- Form D file number
- 021-411373
Form ADV 2065978 · 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.
RIVERHAWK FUNDING III, LLCOther Private Fund · Last reported Mar 26, 2026$87.1MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
CHASE BANK, N.A.
LEI P75WI43B18E8SLP5FN93
Fund details & source
- Fund ID
- 805-9480317880
- Reported beneficial owners
- 56
- Minimum commitment
- $500K
- Form D file number
- 021-406596
Form ADV 2065978 · 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.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Not reported in these imported fields
Principal office
2015 MANHATTAN BEACH BLVD, SUITE 220REDONDO BEACH, CA, 90278, United States
CRD 312054
Filing source
Form ADV 2065978 · 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.