SourcingSourcing

EDGEWOOD MANAGEMENT LLC

C40
CRD 106647·SEC 801-9970·GREENWICH, CT
AUM
$21.52B
$1B+
Est. Revenue
$215.2M
@ 1% on AUM
Est. EBITDA
$64.5M
@ 30% margin
Est. Deal Value
$516.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EDGEWOOD MANAGEMENT LLC
CRD
106647
SEC file #
801-9970
EIN
460454087
DBA names
—

Economics

AUM
$21.52B
AUM band
$1B+
AUM trajectory
'20'26
$25.04B → $21.52B▼ -14%
Client mix
Individuals Other616
Individuals High Net Worth226
Corporations131
Charitable Organizations68
Pension Profit Sharing Plans13

Operations

Employees (total)
41
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
11 advisors → 13 advisors▲ +18%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/edgewood-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EDGEWOOD MANAGEMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
12
Control Persons
EDGEWOOD MANAGEMENT
FARMAN-FARMAIAN, ALEXANDER,
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:edgewood.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
12
Form 5500 Total Participants
6,589
Form 5500 Total Compensation
5,444,730
Form 5500 Compensation Trajectory 3y
20255,257,545
2026187,185
20240
Form 5500 Plan Count Trajectory 3y
20259
20243
20261
Schedule C Total Compensation
5,444,730
Schedule C Service Provider Rows
13

SEC EDGAR

Edgar Cik
0001384042
Edgar Registered
Yes
Edgar Filing Count
77
Edgar First Filing Date
2008-02-12
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
74
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001062993-26-002606

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Jpmorgan4
E*trade4
Raymond James3
Bny Mellon2
Edgar Addresses
Mailing
401 EAST EIGHTH STREET, SUITE 319SIOUX FALLS, SD 57103
Business
401 EAST EIGHTH STREET, SUITE 319SIOUX FALLS, SD 57103
Edgar EIN
460454087
Edgar Recent Filings
13F-HR2026-05-14 · 0001062993-26-002606
13F-HR2026-02-11 · 0001062993-26-000798
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (11)

11
FARMAN-FARMAIAN, ALEXANDER,
Direct Owner · 17.5%
1817919
JENNISON, PETER, HOWARD
Direct Owner · 7.5%
1483594
STEPHENS, NICHOLAS, ANDREW
IAR · Executive Officer · 2.5%
1574180
EDWARDSON, SCOTT, DOUGLAS
IAR · Executive Officer · 2.5%
7852352
BREED, ALAN, WHITMAN
Executive Officer · 2.5%
1552569
CARRIER, JAMES, WILLIAM
Executive Officer · 2.5%
1442262
CREEL, LAWRENCE, GARDINER
Executive Officer · 2.5%
1435905
FLEMING, OLIVIA, ANN
Executive Officer · 2.5%
4493233
MULHALL, JULIANNE, MARIE
Executive Officer · 2.5%
7519143
ROTUNDO, FAUSTO, NMN
Executive Officer · 2.5%
4341782
SETH, KEVIN, RYAN
Executive Officer · 2.5%
1444529