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Wedgewood Asset Management, LLC

● SEC registered since 2022CRD 312054SEC# 801-124744Redondo Beach, CA
Export (members)
Ranks #5,280 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$174.5M
Fund GAV
$174.5M
Private funds
2
Employees
3
Accounts
2
Location
Redondo Beach, CA

Wedgewood Asset Management, LLC assets under management

Wedgewood Asset Management, LLC operates as an SEC-registered investment adviser based in Redondo Beach, CA. The firm has been registered since 2022. It reports $174.5 million in regulatory assets under management and employs 3 people. Wedgewood Asset Management, LLC manages 2 private funds with combined gross assets of $174.5 million, including Primrose Preferred Equity Fund, LLC. By regulatory assets, it ranks 5,280 of 6,004 private fund managers.

Wedgewood Asset Management, LLC private funds

2 funds · $174.5M GAV
FundTypeGross assetsMin.
Primrose Preferred Equity Fund, LLCPrivate Equity$87.5M$1M
Riverhawk Funding III, LLCOther Private$87.1M$500K

Wedgewood Asset Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Hannah Dodson Geiser ControlDirectorUnder 5%2023
Shoshana Lorraine Thoma-IsgurChief Compliance OfficerUnder 5%2025
Wedgewood, LLC ControlManaging MemberOver 75%2020
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Frequently asked questions

How much does Wedgewood Asset Management, LLC manage?

Wedgewood Asset Management, LLC reports $174.5 million in regulatory assets under management on its Form ADV.

How many private funds does Wedgewood Asset Management, LLC manage?

Wedgewood Asset Management, LLC manages 2 private funds with combined gross assets of $174.5 million.

How many employees does Wedgewood Asset Management, LLC have?

Wedgewood Asset Management, LLC reports 3 employees.

Where is Wedgewood Asset Management, LLC located?

Wedgewood Asset Management, LLC is based in Redondo Beach, CA and has been SEC-registered since 2022.

Does Wedgewood Asset Management, LLC disclose fund performance?

Wedgewood Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2015 Manhattan Beach Blvd, Suite 220, Redondo Beach, CA 90278
Phone310-760-4010
Office hours9:00a.m. - 5:00p.m. Pt
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$174.5M▼ 17%
Mar '25 — $210.1MApr '25 — $210.1MMay '25 — $210.1MJun '25 — $210.1MJul '25 — $210.1MAug '25 — $210.1MSep '25 — $210.1MOct '25 — $210.1MNov '25 — $210.1MDec '25 — $210.1MJan '26 — $210.1MFeb '26 — $210.1MMar '26 — $174.5MApr '26 — $174.5MMay '26 — $174.5MJun '26 — $174.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
AUM vs fund managersTop 88%
Larger than 12% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$174.5Mregulatory AUM
Discretionary $174.5M

Fund type mix

Other Private1
Private Equity1

Service providers

Auditor