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They include 616 other individuals, 226 high-net-worth individuals and 131 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Edgewood Management offer?","answer":"Edgewood Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Edgewood Management use?","answer":"Edgewood Management’s separately managed account assets are held at BNY Mellon, N.A. (Jersey City, NJ), with $3,039,858,531 and JP Morgan Chase Bank NA (New York, NY), with $2,473,133,123. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Edgewood Management have?","answer":"Edgewood Management has 1 investment adviser representatives registered with state securities authorities, out of 41 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Edgewood Management invest in?","answer":"At the end of its last fiscal year, Edgewood Management’s separately managed accounts held 97% exchange-traded equities, 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% derivatives, 1% registered funds (mutual funds, ETFs, BDCs) and 1% pooled vehicles (private funds and similar). It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Edgewood Management?","answer":"Edgewood Management is owned through a holding company by Alan Breed. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}