Edgewood Management

What Edgewood Management does

Edgewood Management LLC is a privately-held, 100% employee-owned investment management firm founded in 1974, headquartered in Greenwich, Connecticut with an additional office in New York. The firm operates a single concentrated Large Cap Growth equity strategy, holding 22 large-capitalization growth stocks selected by a unanimous Investment Committee for their financial strength, profitability, quality management, and long-term earnings power, with position sizes of 2-8%, an 8% per-security cap, and a 25% sector cap, and a 3-5 year intended holding period. The strategy is offered through three vehicles: Separately Managed Accounts with a $1M minimum for institutional and private clients, the Edgewood Growth Fund for US investors, and the Edgewood L Select - US Select Growth Fund for non-US investors. The firm manages approximately $21.5 billion in total firm assets as of December 31, 2025, and is owned entirely by 13 partners. Revenue is generated through a 1% management fee on SMAs (with additional performance-based fees) and management fees on the mutual fund vehicles, with GIPS-verified composite performance going back to January 1, 1992. Customer segments are HNW individuals, family groups, and institutional clients including endowments, foundations, and pension plans, served through a dedicated marketing team, client service administrators, and content-driven channels (website, quarterly update videos, factsheets, mailing list).

Name

Edgewood Management

Legal name

Edgewood Management LLC

Website

https://edgewood.com

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

11–50 employees

Short description

Edgewood Management LLC is a 100% employee-owned investment manager founded in 1974, running a concentrated 22-stock Large Cap Growth equity strategy for high-net-worth individuals, family groups, and institutions via SMAs and two mutual funds, with approximately $21.5 billion in AUM.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Style Equity — Growth (Active) (FSAAAIAI)

Keywords

• Active equity management
• Large cap growth strategy
• Separately managed accounts
• Mutual fund management
• Portfolio management services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Separately Managed Account Fees: Edgewood earns management fees on separately managed accounts. The management fee as disclosed in Part 2A of Edgewood's Form ADV is 1%. Additionally, performance-based fees may be charged based on investment results.
2. Mutual Fund Management: Edgewood manages two proprietary funds - Edgewood Growth Fund (US investors) and Edgewood L Select - US Select Growth Fund (non-US investors) - generating management fee revenue from fund assets under management.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Edgewood Management is an active investment manager offering a single Large Cap Growth equity strategy implemented through three vehicles: Separately Managed Accounts for institutional and private clients (minimum $1M), the Edgewood Growth Fund for US investors, and the Edgewood L Select - US Select Growth Fund for non-US investors. The strategy holds a concentrated portfolio of 22 large-cap growth companies, typically with a 3-5 year holding period and position weights between 2% and 8%.

Product overview

Edgewood Management offers investment management services centered on a Large Cap Growth equity strategy. The firm manages a focused portfolio of 22 large capitalization growth stocks, typically holding positions ranging from 2% to 8% weighted. The offerings consist of Separately Managed Accounts (for institutional and private clients), the Edgewood Growth Fund (for US investors), and the Edgewood L Select - US Select Growth Fund (for non-US investors). All three vehicles implement the same underlying 22-stock Large Cap Growth strategy focused on companies with financial strength, strong profitability, quality management, and long-term earnings power.

Differentiator

Problem solved

Functional benefit

Brands

• Edgewood Growth Fund: Mutual fund available to US investors for the Large Cap Growth strategy.
• Edgewood L Select - US Select Growth Fund

Products and services

• Separately Managed Accounts Discretionary investment accounts managed according to Edgewood's Large Cap Growth strategy, offered to institutional and private clients with a minimum portfolio size of $1,000,000.
• Edgewood Growth Fund
• Edgewood L Select - US Select Growth Fund

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators6 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Capital Group: One of the largest US active managers, offering large-cap growth strategies through American Funds. Competes with Edgewood in the institutional large-cap growth segment but with a much broader, multi-strategy product set and global distribution.
• T. Rowe Price: Large diversified asset manager with active US large-cap growth strategies across mutual funds and SMAs. Overlaps with Edgewood on product category but operates at vastly greater scale with multi-strategy, multi-asset breadth.

Direct peers

• Artisan Partners: Multi-boutique active equity manager with dedicated growth-equity teams and similar AUM scale. Comparable in growth-equity product offering, institutional focus, and high-conviction concentrated strategies.
• Fred Alger Management: Long-standing active growth equity manager offering concentrated large-cap growth strategies via mutual funds and SMAs. Directly comparable to Edgewood's growth-equity focus, vehicle mix, and HNW/institutional distribution.
• WCM Investment Management: Independent active growth manager with a focused, fundamentals-driven approach to global and US large-cap equities. Comparable in boutique scale, concentrated portfolio construction, and institutional/HNW distribution.
• Polen Capital Management: Boutique active manager focused on concentrated quality-growth equities with similar AUM scale to Edgewood. Closely comparable in philosophy (high-conviction, long-term holding) and target client base (HNW and institutional).
• Calamos Asset Management: Active equity manager with growth-oriented strategies distributed through mutual funds and SMAs. Comparable to Edgewood in growth-equity specialization and multi-vehicle distribution model.
• Jensen Investment Management: Concentrated quality-growth manager running a focused large-cap equity portfolio. Mirrors Edgewood's approach of holding a small number of high-quality, profitable compounders with team-based decision-making.
• Brown Capital Management: Boutique concentrated large-cap growth manager with a long-term, fundamentals-driven process. Closely matches Edgewood's concentrated, low-turnover philosophy and similar institutional client profile.
• Sands Capital Management: Specialist large-cap growth equity manager with a research-intensive, high-conviction approach. Directly comparable to Edgewood in client base (institutional and HNW) and growth-equity product focus.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Edgewood Management