WEDGEWOOD ASSET MANAGEMENT, LLC

Thesis

Wedgewood Asset Management, LLC (WAM), formed in 2020, is an investment management firm primarily providing advisory services to privately offered pooled investment vehicles. Its investment focus is on residential real estate, multifamily real estate, and mortgages secured by real property, through its parent company, Wedgewood, LLC. As of December 31, 2025, WAM managed approximately $174.5 million in regulatory assets under management. The firm ceased actively marketing its funds and accepting new investors in 2025 and began an orderly wind-down of its advisory business and funds in 2026. During the wind-down, WAM's activities are limited to managing and liquidating existing fund investments, making distributions to investors, and completing administrative, tax, audit, and regulatory functions. The firm seeks prudent realization of assets and holds cash or cash equivalents as appropriate during this liquidation phase. The parent company, Wedgewood, LLC, has a national footprint across 15+ states in the United States and has been in business for approximately 40 years. It is important to distinguish WAM from other entities with similar names, such as Wedgewood Partners, Inc., a large-cap growth equity manager.