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EDGEWOOD MANAGEMENT LLC

Branch

Company Details

Entity Name: EDGEWOOD MANAGEMENT LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 18 Jun 2020
Branch of: EDGEWOOD MANAGEMENT LLC (Company Number 3291852) (NEW YORK)
Business ALEI: 1347802
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 600 STEAMBOAT RD, GREENWICH, CT, 06830, United States
Mailing address: 600 STEAMBOAT RD, SUITE 103, GREENWICH, CT, United States, 06830
ZIP code: 06830
County: Fairfield
Place of Formation: NEW YORK
E-Mail: finance@edgewood.com

Central Index Key

CIK number Mailing Address Business Address Phone
860561 600 STEAMBOAT ROAD, SUITE 103, GREENWICH, CT, 06830 600 STEAMBOAT ROAD, SUITE 103, GREENWICH, CT, 06830 212-652-9100

Filings since 2024-08-28

Form type N-PX
File number 028-02602
Filing date 2024-08-28
Reporting date 2024-06-30
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Filings since 2024-08-13

Form type 13F-HR
File number 028-02602
Filing date 2024-08-13
Reporting date 2024-06-30
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Filings since 2024-05-14

Form type 13F-HR
File number 028-02602
Filing date 2024-05-14
Reporting date 2024-03-31
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Filings since 2024-02-13

Form type SC 13G/A
Filing date 2024-02-13
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Filings since 2024-02-13

Form type 13F-HR
File number 028-02602
Filing date 2024-02-13
Reporting date 2023-12-31
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Filings since 2023-11-13

Form type 13F-HR
File number 028-02602
Filing date 2023-11-13
Reporting date 2023-09-30
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Filings since 2023-08-11

Form type 13F-HR
File number 028-02602
Filing date 2023-08-11
Reporting date 2023-06-30
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Filings since 2023-05-12

Form type 13F-HR
File number 028-02602
Filing date 2023-05-12
Reporting date 2023-03-31
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Filings since 2023-02-14

Form type SC 13G/A
Filing date 2023-02-14
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Filings since 2023-02-14

Form type SC 13G/A
Filing date 2023-02-14
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Filings since 2023-02-14

Form type SC 13G/A
Filing date 2023-02-14
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Filings since 2023-02-14

Form type SC 13G/A
Filing date 2023-02-14
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Filings since 2023-02-13

Form type 13F-HR
File number 028-02602
Filing date 2023-02-13
Reporting date 2022-12-31
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Filings since 2022-11-10

Form type 13F-HR
File number 028-02602
Filing date 2022-11-10
Reporting date 2022-09-30
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Filings since 2022-08-12

Form type 13F-HR
File number 028-02602
Filing date 2022-08-12
Reporting date 2022-06-30
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Filings since 2022-05-11

Form type 13F-HR
File number 028-02602
Filing date 2022-05-11
Reporting date 2022-03-31
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Filings since 2022-02-14

Form type SC 13G
Filing date 2022-02-14
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Filings since 2022-02-14

Form type SC 13G/A
Filing date 2022-02-14
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Filings since 2022-02-14

Form type SC 13G
Filing date 2022-02-14
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Filings since 2022-02-14

Form type SC 13G
Filing date 2022-02-14
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Filings since 2022-02-11

Form type 13F-HR
File number 028-02602
Filing date 2022-02-11
Reporting date 2021-12-31
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Filings since 2021-11-12

Form type 13F-HR
File number 028-02602
Filing date 2021-11-12
Reporting date 2021-09-30
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Filings since 2021-08-12

Form type 13F-HR
File number 028-02602
Filing date 2021-08-12
Reporting date 2021-06-30
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Filings since 2021-05-13

Form type 13F-HR
File number 028-02602
Filing date 2021-05-13
Reporting date 2021-03-31
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Filings since 2021-02-16

Form type SC 13G/A
Filing date 2021-02-16
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Filings since 2021-02-12

Form type 13F-HR
File number 028-02602
Filing date 2021-02-12
Reporting date 2020-12-31
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Filings since 2020-11-12

Form type 13F-HR
File number 028-02602
Filing date 2020-11-12
Reporting date 2020-09-30
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Filings since 2020-08-12

Form type 13F-HR
File number 028-02602
Filing date 2020-08-12
Reporting date 2020-06-30
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Filings since 2020-05-13

Form type 13F-HR
File number 028-02602
Filing date 2020-05-13
Reporting date 2020-03-31
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Filings since 2020-02-14

Form type SC 13G
Filing date 2020-02-14
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Filings since 2020-02-14

Form type 13F-HR
File number 028-02602
Filing date 2020-02-14
Reporting date 2019-12-31
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Filings since 2019-11-12

Form type 13F-HR
File number 028-02602
Filing date 2019-11-12
Reporting date 2019-09-30
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Filings since 2019-08-12

Form type 13F-HR
File number 028-02602
Filing date 2019-08-12
Reporting date 2019-06-30
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Filings since 2019-05-13

Form type 13F-HR
File number 028-02602
Filing date 2019-05-13
Reporting date 2019-03-31
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Filings since 2019-02-14

Form type SC 13G/A
Filing date 2019-02-14
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Filings since 2019-02-13

Form type 13F-HR
File number 028-02602
Filing date 2019-02-13
Reporting date 2018-12-31
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Filings since 2018-11-13

Form type 13F-HR
File number 028-02602
Filing date 2018-11-13
Reporting date 2018-09-30
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Filings since 2018-08-10

Form type 13F-HR
File number 028-02602
Filing date 2018-08-10
Reporting date 2018-06-30
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Filings since 2018-05-11

Form type 13F-HR
File number 028-02602
Filing date 2018-05-11
Reporting date 2018-03-31
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Filings since 2018-02-14

Form type SC 13G
Filing date 2018-02-14
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Filings since 2018-02-13

Form type 13F-HR
File number 028-02602
Filing date 2018-02-13
Reporting date 2017-12-31
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Filings since 2017-11-13

Form type 13F-HR
File number 028-02602
Filing date 2017-11-13
Reporting date 2017-09-30
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Filings since 2017-08-11

Form type 13F-HR
File number 028-02602
Filing date 2017-08-11
Reporting date 2017-06-30
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Filings since 2017-05-12

Form type 13F-HR
File number 028-02602
Filing date 2017-05-12
Reporting date 2017-03-31
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Filings since 2017-02-10

Form type 13F-HR
File number 028-02602
Filing date 2017-02-10
Reporting date 2016-12-31
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Filings since 2016-11-14

Form type 13F-HR
File number 028-02602
Filing date 2016-11-14
Reporting date 2016-09-30
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Filings since 2016-08-11

Form type 13F-HR
File number 028-02602
Filing date 2016-08-11
Reporting date 2016-06-30
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Filings since 2016-05-09

Form type 13F-HR
File number 028-02602
Filing date 2016-05-09
Reporting date 2016-03-31
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Filings since 2016-02-11

Form type SC 13G/A
Filing date 2016-02-11
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Filings since 2016-02-11

Form type SC 13G
Filing date 2016-02-11
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Filings since 2016-02-10

Form type 13F-HR
File number 028-02602
Filing date 2016-02-10
Reporting date 2015-12-31
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Filings since 2015-11-10

Form type 13F-HR
File number 028-02602
Filing date 2015-11-10
Reporting date 2015-09-30
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Filings since 2015-08-07

Form type 13F-HR
File number 028-02602
Filing date 2015-08-07
Reporting date 2015-06-30
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Filings since 2015-05-06

Form type 13F-HR
File number 028-02602
Filing date 2015-05-06
Reporting date 2015-03-31
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Filings since 2015-02-13

Form type SC 13G
Filing date 2015-02-13
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Filings since 2015-02-06

Form type 13F-HR
File number 028-02602
Filing date 2015-02-06
Reporting date 2014-12-31
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Filings since 2014-11-10

Form type 13F-HR
File number 028-02602
Filing date 2014-11-10
Reporting date 2014-09-30
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Filings since 2014-08-08

Form type 13F-HR
File number 028-02602
Filing date 2014-08-08
Reporting date 2014-06-30
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Filings since 2014-05-12

Form type 13F-HR
File number 028-02602
Filing date 2014-05-12
Reporting date 2014-03-31
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Filings since 2014-02-11

Form type 13F-HR
File number 028-02602
Filing date 2014-02-11
Reporting date 2013-12-31
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Filings since 2013-11-04

Form type 13F-HR
File number 028-02602
Filing date 2013-11-04
Reporting date 2013-09-30
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Filings since 2013-08-13

Form type 13F-HR
File number 028-02602
Filing date 2013-08-13
Reporting date 2013-06-30
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Filings since 2013-05-10

Form type 13F-HR
File number 028-02602
Filing date 2013-05-10
Reporting date 2013-03-31
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Filings since 2013-02-13

Form type 13F-HR
File number 028-02602
Filing date 2013-02-13
Reporting date 2012-12-31
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Filings since 2013-02-12

Form type SC 13G/A
Filing date 2013-02-12
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Filings since 2012-11-13

Form type 13F-HR
File number 028-02602
Filing date 2012-11-13
Reporting date 2012-09-30
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Filings since 2012-08-10

Form type 13F-HR
File number 028-02602
Filing date 2012-08-10
Reporting date 2012-06-30
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Filings since 2012-05-10

Form type 13F-HR
File number 028-02602
Filing date 2012-05-10
Reporting date 2012-03-31
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Filings since 2012-02-13

Form type SC 13G
Filing date 2012-02-13
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Filings since 2012-02-09

Form type 13F-HR
File number 028-02602
Filing date 2012-02-09
Reporting date 2011-12-31
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Filings since 2011-11-08

Form type 13F-HR
File number 028-02602
Filing date 2011-11-08
Reporting date 2011-09-30
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Filings since 2011-08-04

Form type 13F-HR
File number 028-02602
Filing date 2011-08-04
Reporting date 2011-06-30
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Filings since 2011-05-13

Form type 13F-HR
File number 028-02602
Filing date 2011-05-13
Reporting date 2011-03-31
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Filings since 2011-02-09

Form type 13F-HR
File number 028-02602
Filing date 2011-02-09
Reporting date 2010-12-31
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Filings since 2011-02-09

Form type SC 13G/A
Filing date 2011-02-09
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Filings since 2010-11-10

Form type 13F-HR
File number 028-02602
Filing date 2010-11-10
Reporting date 2010-09-30
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Filings since 2010-09-08

Form type SC 13G/A
Filing date 2010-09-08
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Filings since 2010-08-04

Form type 13F-HR
File number 028-02602
Filing date 2010-08-04
Reporting date 2010-06-30
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Filings since 2010-05-11

Form type 13F-HR
File number 028-02602
Filing date 2010-05-11
Reporting date 2010-03-31
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Filings since 2010-02-12

Form type SC 13G/A
Filing date 2010-02-12
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Filings since 2010-02-12

Form type SC 13G
Filing date 2010-02-12
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Filings since 2010-02-11

Form type 13F-HR
File number 028-02602
Filing date 2010-02-11
Reporting date 2009-12-31
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Filings since 2009-11-12

Form type 13F-HR
File number 028-02602
Filing date 2009-11-12
Reporting date 2009-09-30
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Filings since 2009-07-31

Form type 13F-HR
File number 028-02602
Filing date 2009-07-31
Reporting date 2009-06-30
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Filings since 2009-05-12

Form type 13F-HR
File number 028-02602
Filing date 2009-05-12
Reporting date 2009-03-31
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Filings since 2009-02-17

Form type 13F-HR
File number 028-02602
Filing date 2009-02-17
Reporting date 2008-12-31
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Filings since 2009-02-17

Form type SC 13G
Filing date 2009-02-17
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Filings since 2008-11-14

Form type 13F-HR
File number 028-02602
Filing date 2008-11-14
Reporting date 2008-09-30
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Filings since 2008-08-13

Form type 13F-HR
File number 028-02602
Filing date 2008-08-13
Reporting date 2008-06-30
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Filings since 2008-05-13

Form type 13F-HR
File number 028-02602
Filing date 2008-05-13
Reporting date 2008-03-31
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Filings since 2008-02-14

Form type 13F-HR
File number 028-02602
Filing date 2008-02-14
Reporting date 2007-12-31
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Filings since 2007-11-14

Form type 13F-HR
File number 028-02602
Filing date 2007-11-14
Reporting date 2007-09-30
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Filings since 2007-08-14

Form type 13F-HR
File number 028-02602
Filing date 2007-08-14
Reporting date 2007-06-30
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Filings since 2007-05-14

Form type 13F-HR
File number 028-02602
Filing date 2007-05-14
Reporting date 2007-03-31
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Filings since 2007-02-14

Form type 13F-HR
File number 028-02602
Filing date 2007-02-14
Reporting date 2006-12-31
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Filings since 2006-11-14

Form type 13F-HR
File number 028-02602
Filing date 2006-11-14
Reporting date 2006-09-30
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Filings since 2006-08-02

Form type 13F-HR
File number 028-02602
Filing date 2006-08-02
Reporting date 2006-06-30
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Filings since 2006-05-15

Form type 13F-HR
File number 028-02602
Filing date 2006-05-15
Reporting date 2006-03-31
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Filings since 2006-02-13

Form type 13F-HR
File number 028-02602
Filing date 2006-02-13
Reporting date 2005-12-31
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Filings since 2005-11-14

Form type 13F-HR
File number 028-02602
Filing date 2005-11-14
Reporting date 2005-09-30
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Filings since 2005-08-03

Form type 13F-HR
File number 028-02602
Filing date 2005-08-03
Reporting date 2005-06-30
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Filings since 2005-05-06

Form type 13F-HR
File number 028-02602
Filing date 2005-05-06
Reporting date 2005-03-31
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Filings since 2005-02-09

Form type 13F-HR
File number 028-02602
Filing date 2005-02-09
Reporting date 2004-12-31
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Filings since 2004-11-15

Form type 13F-HR
File number 028-02602
Filing date 2004-11-15
Reporting date 2004-09-30
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Filings since 2004-08-16

Form type 13F-HR
File number 028-02602
Filing date 2004-08-16
Reporting date 2004-06-30
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Filings since 2004-05-05

Form type 13F-HR
File number 028-02602
Filing date 2004-05-05
Reporting date 2004-03-31
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Filings since 2004-02-13

Form type 13F-HR
File number 028-02602
Filing date 2004-02-13
Reporting date 2003-12-31
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Filings since 2003-11-12

Form type 13F-HR
File number 028-02602
Filing date 2003-11-12
Reporting date 2003-09-30
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Filings since 2003-08-14

Form type 13F-HR
File number 028-02602
Filing date 2003-08-14
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Filings since 2003-05-14

Form type 13F-HR
File number 028-02602
Filing date 2003-05-14
Reporting date 2003-03-31
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Filings since 2003-02-07

Form type 13F-HR
File number 028-02602
Filing date 2003-02-07
Reporting date 2002-12-31
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Filings since 2002-11-12

Form type 13F-HR
File number 028-02602
Filing date 2002-11-12
Reporting date 2002-09-30
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Filings since 2002-08-07

Form type 13F-HR
File number 028-02602
Filing date 2002-08-07
Reporting date 2002-06-30
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Filings since 2002-05-08

Form type 13F-HR
File number 028-02602
Filing date 2002-05-08
Reporting date 2002-03-31
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Filings since 2002-02-06

Form type 13F-HR
File number 028-02602
Filing date 2002-02-06
Reporting date 2001-12-21
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Filings since 2001-10-24

Form type 13F-HR
File number 028-02602
Filing date 2001-10-24
Reporting date 2001-09-30
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Filings since 2001-08-03

Form type 13F-HR
File number 028-02602
Filing date 2001-08-03
Reporting date 2001-06-30
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Filings since 2001-05-15

Form type 13F-HR/A
File number 028-02602
Filing date 2001-05-15
Reporting date 2001-03-31
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Filings since 2001-05-11

Form type 13F-HR
File number 028-02602
Filing date 2001-05-11
Reporting date 2001-03-31
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Filings since 2001-02-14

Form type 13F-HR
File number 028-02602
Filing date 2001-02-14
Reporting date 2000-12-31
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Filings since 2000-11-17

Form type 13F-HR
File number 028-02602
Filing date 2000-11-17
Reporting date 2000-09-30
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Filings since 2000-08-14

Form type 13F-HR
File number 028-02602
Filing date 2000-08-14
Reporting date 2000-06-30
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Filings since 2000-05-15

Form type 13F-HR
File number 028-02602
Filing date 2000-05-15
Reporting date 2000-03-31

Filings since 2000-02-14

Form type 13F-HR
File number 028-02602
Filing date 2000-02-14
Reporting date 1999-12-31

Filings since 1999-11-16

Form type 13F-HR
File number 028-02602
Filing date 1999-11-16
Reporting date 1999-09-30

Filings since 1999-08-16

Form type 13F-HR
File number 028-02602
Filing date 1999-08-16
Reporting date 1999-06-30

Filings since 1999-05-19

Form type SC 13G
Filing date 1999-05-19

Filings since 1999-05-18

Form type 13F-HR
File number 028-02602
Filing date 1999-05-18
Reporting date 1999-03-31

Filings since 1999-05-18

Form type 13F-HR
File number 028-02602
Filing date 1999-05-18
Reporting date 1999-03-31

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2023 204044179 2024-07-02 EDGEWOOD MANAGEMENT LLC 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-04-01
Business code 523110
Sponsor’s telephone number 2126529100
Plan sponsor’s address 600 STEAMBOAT ROAD SUITE 103, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2024-07-02
Name of individual signing FAUSTO ROTUNDO
Valid signature Filed with authorized/valid electronic signature
EDGEWOOD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2023 204044179 2024-07-01 EDGEWOOD MANAGEMENT LLC 34
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523110
Sponsor’s telephone number 2126529100
Plan sponsor’s address 600 STEAMBOAT ROAD, SUITE 103, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2024-07-01
Name of individual signing FAUSTO ROTUNDO
Valid signature Filed with authorized/valid electronic signature
EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2022 204044179 2023-10-04 EDGEWOOD MANAGEMENT LLC 48
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-04-01
Business code 523110
Sponsor’s telephone number 2126529100
Plan sponsor’s address 600 STEAMBOAT ROAD SUITE 103, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2023-10-04
Name of individual signing FAUSTO ROTUNDO
Valid signature Filed with authorized/valid electronic signature
EDGEWOOD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2022 204044179 2023-07-05 EDGEWOOD MANAGEMENT LLC 36
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523110
Sponsor’s telephone number 2126529100
Plan sponsor’s address 600 STEAMBOAT ROAD, SUITE 103, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2023-07-05
Name of individual signing FAUSTO ROTUNDO
Valid signature Filed with authorized/valid electronic signature
EDGEWOOD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2021 204044179 2022-10-13 EDGEWOOD MANAGEMENT LLC 36
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523110
Sponsor’s telephone number 2126529100
Plan sponsor’s address 600 STEAMBOAT ROAD, SUITE 103, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2022-10-13
Name of individual signing FAUSTO ROTUNDO
Valid signature Filed with authorized/valid electronic signature
EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2021 204044179 2022-10-13 EDGEWOOD MANAGEMENT LLC 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-04-01
Business code 523110
Sponsor’s telephone number 2126529100
Plan sponsor’s address 600 STEAMBOAT ROAD, GREENWICH, CT, 06830

Plan administrator’s name and address

Administrator’s EIN 222032238
Plan administrator’s name EDGEWOOD MANAGEMENT LLC
Plan administrator’s address 600 STEAMBOAT ROAD, GREENWICH, CT, 06830
Administrator’s telephone number 2126529100

Signature of

Role Plan administrator
Date 2022-10-13
Name of individual signing FAUSTO ROTUNDO
Valid signature Filed with authorized/valid electronic signature
EDGEWOOD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2020 204044179 2021-10-14 EDGEWOOD MANAGEMENT LLC 36
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 523110
Sponsor’s telephone number 2126529100
Plan sponsor’s address 600 STEAMBOAT ROAD, SUITE 103, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2021-10-14
Name of individual signing FAUSTO ROTUNDO
Valid signature Filed with authorized/valid electronic signature
EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2020 204044179 2021-10-14 EDGEWOOD MANAGEMENT LLC 47
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-04-01
Business code 523110
Sponsor’s telephone number 2126529100
Plan sponsor’s address 600 STEAMBOAT ROAD, GREENWICH, CT, 06830

Plan administrator’s name and address

Administrator’s EIN 222032238
Plan administrator’s name EDGEWOOD MANAGEMENT LLC
Plan administrator’s address 600 STEAMBOAT ROAD, GREENWICH, CT, 06830
Administrator’s telephone number 2126529100

Signature of

Role Plan administrator
Date 2021-10-14
Name of individual signing FAUSTO ROTUNDO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

Officer

Name Role Business address Residence address
ALAN BREED Officer 600 STEAMBOAT ROAD, Suite 103, GREENWICH, CT, 06830, United States 600 STEAMBOAT ROAD, Suite 103, GREENWICH, CT, 06830, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012368537 2024-02-05 No data Annual Report Annual Report No data
BF-0011365835 2023-01-19 No data Annual Report Annual Report No data
BF-0010310712 2022-02-08 No data Annual Report Annual Report 2022
BF-0010475379 2022-01-14 2022-01-14 Mass Agent Change � Address Agent Address Change No data
0007333831 2021-05-12 No data Annual Report Annual Report 2021
0006950703 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006943532 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006926777 2020-06-18 2020-06-18 Business Registration Foreign Registration Statement No data

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website