Wedgewood Asset Management, Llc
- Regulatory AUM
- $175M
- Discretionary
- $175M
- Clients
- 2
- Avg AUM / client
- $87.3M
- Accounts
- 2
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $175M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $188M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Primrose Preferred Equity Fund, Llc | Private Equity Fund | Delaware | $96.6M | 28 |
| Riverhawk Funding Iii, Llc | Other Private Fund | Delaware | $91.3M | 65 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Geiser, Kelly Anna, Katherine | Trustee | Oct 2015 (11y) | GP / trustee / elected manager of Gregory Geiser 2015 Delaware Trust (indirect) | |
| Geiser, Hannah | Director | Jan 2023 (4y) | Less than 5% | |
| Wong, Lin, Na | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wedgewood, Llc | Managing Member | Nov 2020 | A | 75% or more |
| Gregory Geiser 2015 Delaware Trust | Trustee | Oct 2015 | B | ≈ 9.38% – 37.5% via Gh Investors |
| Nancy Geiser 2015 Delaware Trust | Trustee | Oct 2015 | B | ≈ 9.38% – 37.5% via Gh Investors |
| Gh Investors | Member | Oct 2015 | B | ≈ 18.75% – 50% via Wedgewood, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gregory Geiser 2015 Delaware Trust: 50% – 75% of Gh Investors × 25% – 50% of Wedgewood, Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Nancy Geiser 2015 Delaware Trust: 50% – 75% of Gh Investors × 25% – 50% of Wedgewood, Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Gh Investors: 25% – 50% of Wedgewood, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $188M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Primrose Preferred Equity Fund, Llc | Private Equity Fund | $96.6M | $1.0M | 28 |
| Riverhawk Funding Iii, Llc | Other Private Fund | $91.3M | $500K | 65 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • EXPENSE REIMBURSEMENT
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗