Wedge Capital Management, L.L.P.
advisor38 known aliases resolved via the canonical alias map
Market position · 2024
Plans served84-1 YoYRank #241 of mapped providers
Assets under administration$71.7B0.1%Market share · rank #220
Fees received$15MMedian $94,517/planSum across Schedule C direct + indirect
Net wins YoY-27 won · 9 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 Wedge Capital Management, L.L.P. plan look like?
Service mix · median fees per plan
Count of plans where Wedge Capital Management, L.L.P. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 61 | $103,400 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 17 | $97,374 | |
Investment management fees paid directly by plan; Soft dollars commissions; Investment management fees paid indirectly by plan; Investment advisory (plan)Code 27 | 3 | $27,316 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $11,413 | |
Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $90,259 | |
Direct payment from the plan; Insurance agents and brokersCode 22 | 1 | $21,143 | |
Soft dollars commissionsCode 68 | 1 | $11,284 |
Competitor overlap
Percent of Wedge Capital Management, L.L.P.'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 Wedge Capital Management, L.L.P..
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | Southern Benefit Administrators | $1.2B |
BOARD OF TRUSTEES - MARC PENSION PLANMD · 526051388-001 | Iron Mountain | $575M |
BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 5 & IWEAWA · 521075473-001 | Calibre CPA Group PLLC | $400M |
BAC LOCAL NO. 1 WASHINGTON PENSION TRUSTWA · 916091466-001 | Fred Alger Management | $163M |
BOARD OF TRUSTEES MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS' ANNUITYMD · 541999516-001 | LSV Asset Management | $126M |
FLORIDA TROWEL TRADES PENSION TRUST FUNDTN · 596214171-001 | (new plan) | $57M |
FINANCIAL INDEPENDENCE GROUP, LLCNC · 561346906-001 | ALPHASTAR CAPITAL MANAGEMENT, LLC | $19M |
Plans lost in 2024
Appeared last year under Wedge Capital Management, L.L.P.; not this year.
| Sponsor | To | Assets |
|---|---|---|
CARPENTERS PENSION TRUST FUND TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | Camden Asset Management | $5.3B |
HESS CORPORATIONTX · 134921002-333 | Winslow Capital Management | $1.9B |
SAN DIEGO ELECTRICAL PENSION TRUSTCA · 956101801-001 | Benefit Plan Admin Services LLC | $433M |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LUMBERCA · 956035266-001 | ULLICO Inc | $202M |
TRUSTEE OF EXCV & PVRS LOCAL 731 PENSION TRUST FUNDIL · 366513565-001 | SAMANTHA POSLUSZNY | $191M |
TRUSTEES OF PLUMBERS & PIPEFITTERS LU 421 PENSION FUND TRUSTFL · 570524232-001 | Investment Performance Services LLC | $97M |
BOARD OF TRUSTEES IBEW LOCAL UNION NO. 99 RETIREMENT PLANCT · 056049538-001 | D. SANTOS | $89M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $703,905 | 10y | 1 |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $1M | 10y | - |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $387,944 | 10y | - |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-002 | $5.2B | 21,396 | $650,881 | 10y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $921,972 | 9y | - |
EXCAVATORS UNION PENSION FUND LOCANY · 131809825-002 | $3.0B | 11,892 | $1M | 10y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUNDPA · 222406812-002 | $2.2B | 34,950 | $241,319 | 10y | - |
GENUINE PARTS COMPANYGA · 580254510-001 | $2.0B | 15,587 | $149,301 | 10y | - |
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | $1.9B | 15,670 | $487,715 | 9y | - |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | $1.2B | 51,643 | $10,014 | 1y | - |
Flag exposure
97.6%Market: 89.1%
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 (38)
Raw Schedule C names collapsed into Wedge Capital Management, L.L.P..
- KIRKPATRICK MATHIS & BROWN
- KIRKPATRICK MATHIS & BROWN LLC
- KIRKPATRICK PRICE, INC.
- KIRKPATRICK TOWNSEND
- KIRKPATRICK, SPRECKER & COMPANY
- KIRKWOOD BANK & TRUST COMPANY
- KIRPATRICK TOWNSEND
- KIRR MARBACH & CO
- KIRR, MARBACH & COMPANY, LLC
- KIRSCH KOHN & BRIDGE, LLP
- KIRSCHNER CONSULTING COMPANY
- KIRSHON & COMPANY PC
- WEDGE
- WEDGE CAPITAL
- WEDGE CAPITAL ASSET MANAGEMENT
- WEDGE CAPITAL MANAGEMENT
- WEDGE CAPITAL MANAGEMENT CO L.L.P
- WEDGE CAPITAL MANAGEMENT CO L.L.P.
- WEDGE CAPITAL MANAGEMENT COMPANY
- WEDGE CAPITAL MANAGEMENT INC.
- WEDGE CAPITAL MANAGEMENT L.L.P.
- WEDGE CAPITAL MANAGEMENT LLC
- WEDGE CAPITAL MANAGEMENT LLP
- WEDGE CAPITAL MANAGEMENT LLP.
- WEDGE CAPITAL MANAGEMENT LLPP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Wedge Capital Management, L.L.P.'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 | 1.19% | 7.76% | -6.57 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 1.19% | 1.71% | -0.52 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 | 1 | 1.19% | 0.00% | +1.19 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Wedge Capital Management, L.L.P.. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Wedge Capital Management, L.L.P.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Morgan Lewis & Bockius LLP | 8 | 9.5% |
| O'Donoghue & O'Donoghue LLP | 7 | 8.3% |
| Abato, Rubenstein & Abato, P.A. | 5 | 6.0% |
| Shumaker Loop & Kendrick LLP | 5 | 6.0% |
| Kraw & Kraw Law Group | 4 | 4.8% |
| Susanin Widman & Brennan PC | 4 | 4.8% |
| Cleary, Josem & Trigiani LLP | 3 | 3.6% |
| Kroll Heineman Ptasiewicz & Parsons | 3 | 3.6% |
| Quinn, Conner, Weaver, Davies & Rouco | 3 | 3.6% |
| Slevin & Hart PC | 3 | 3.6% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).