EDGEWOOD MANAGEMENT LLC
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10Rank #1286 of mapped providers
Assets under administration$25.0B0.0%Market share · rank #527
Fees received$5MMedian $64,068/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical EDGEWOOD MANAGEMENT LLC plan look like?
Service mix · median fees per plan
Count of plans where EDGEWOOD MANAGEMENT LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 7 | $42,641 | |
Insurance agents and brokers; Direct payment from the plan; Investment advisory (plan)Code 22 | 1 | $366,940 | |
Insurance services; Direct payment from the planCode 23 | 1 | $20,411 | |
Investment advisory (plan)Code 27 | 1 | $596,442 |
Competitor overlap
Percent of EDGEWOOD MANAGEMENT LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under EDGEWOOD MANAGEMENT LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under EDGEWOOD MANAGEMENT LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $1M | 10y | - |
TRAVELERS COMPANIES, INC.MN · 410518860-001 | $4.2B | 45,786 | $3M | 10y | - |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $596,442 | 2y | - |
NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONSPA · 270131295-001 | $1.1B | 7,840 | $366,940 | 4y | - |
ALBANY MED HEALTH SYSTEMNY · 141641730-003 | $290M | 13,571 | $29,725 | 8y | - |
WHEATLAND TUBE, LLCIL · 231327437-011 | $154M | 658 | $85,494 | 9y | - |
BOARD OF TRUSTEES OF THE GUILD-TIMES ADJUSTABLE PENSION FUNDNY · 461715205-001 | $114M | 2,374 | $20,411 | 5y | - |
UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS, LOCAL NO.OH · 346611397-001 | $98M | 736 | $42,164 | 10y | - |
CARROLL HOSPITAL CENTER, INC.MD · 521452024-001 | $91M | 1,167 | $22,138 | 8y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into EDGEWOOD MANAGEMENT LLC.
- EDGEWOOD CAPITAL MANAGEMENT
- EDGEWOOD LLC
- EDGEWOOD MANAGEMENT
- EDGEWOOD MANAGEMENT CO.
- EDGEWOOD MANAGEMENT LLC
- EDGEWOOD MANAGMENT LLC
- EDGEWOOD PARTNERS
- EDGEWOOD PARTNERS INS
- EDGEWOOD PARTNERS INSURANCE CENTER
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for EDGEWOOD MANAGEMENT LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 10.00% | 7.76% | +2.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with EDGEWOOD MANAGEMENT LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent