Wedgewood Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$385,978,875
Clients
331
Advisors
4
of 10 employees
About
Wedgewood Partners, Inc. is an SEC‑registered investment adviser that manages a Large Cap Growth equity strategy for individuals, high‑net‑worth clients, institutions, and investment companies. The firm provides discretionary portfolio management both directly and through third‑party platforms, and it manages assets in conjunction with wrap fee and Unified Managed Account (UMA) programs.
Wedgewood’s investment approach centers on concentrated, long‑term ownership of roughly 20 large‑cap growth companies selected from a screened universe of 500–600 names, combining quantitative profitability screens with qualitative franchise and competitive‑advantage analysis. Portfolios are constructed for low turnover and long holding periods, with explicit acknowledgement that concentration can raise volatility and the risk of permanent capital loss.
Compared with many peer teams, Wedgewood routinely serves as a sub‑adviser to registered investment companies and participates in multiple third‑party wrap and UMA programs, receiving a portion of wrap fees and providing model portfolios to sponsors. The firm also engages third‑party marketers and solicitation arrangements (including a minority ownership link and referral relationship with an external adviser and an agreement with a distribution firm) and discloses policies to avoid duplicate management fees when clients hold the affiliated mutual fund.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Account minimum: $1,000,000
Main office
9909 Clayton Rd, Suite 103
St Louis MO 63124-1120
Advisors at this office
4
Most active in
Alabama · California · Connecticut · Florida · Illinois · Kansas · Louisiana · Maryland · Massachusetts · Michigan · Missouri · Nebraska · New Jersey · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · South Carolina · Texas · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael Q
CFA®, Series 63
St Louis, MO
Wedgewood Partners, Inc.
Michael Quigley is a CFA® charterholder with 19 years of industry experience. He has been with Wedgewood Partners, Inc. since 2002. The firm provides discretionary portfolio management focused on large-cap growth investments for high-net-worth individuals, institutional clients, and registered investment companies. Wedgewood employs a concentrated, owner-oriented investment approach, typically holding about 20 positions selected through quantitative and qualitative analysis for long-term ownership.
Steven K
Series 63, Series 65
St Louis, MO
Wedgewood Partners, Inc.
Steven Kaufmann is a financial advisor at Wedgewood Partners, Inc. in St. Louis, Missouri, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wedgewood Partners since 2006. Wedgewood Partners provides discretionary portfolio management through its Large Cap Growth product to high-net-worth individuals, institutional clients, and investment companies as a sub-adviser. The firm employs a concentrated, owner-oriented investment approach, typically holding around 20 positions selected through quantitative and qualitative analysis for long-term ownership.
Christopher J
CFA®
St Louis, MO
Wedgewood Partners, Inc.
Christopher Jersan is a CFA® charterholder with 10 years at Wedgewood Partners, Inc., where he has four years of industry experience. He is based in St. Louis, MO, and works within a team of four advisors. Wedgewood Partners, Inc. is an SEC-registered investment adviser that manages a Large Cap Growth equity strategy for individuals, high-net-worth clients, institutions, and investment companies. The firm emphasizes concentrated, long-term ownership of about 20 large-cap growth companies, combining quantitative and qualitative analysis to construct low-turnover portfolios.
David R
CFA®, Series 63
St Louis, MO
Wedgewood Partners, Inc.
David Rolfe is a CFA® charterholder with 33 years of industry experience. He has been with Wedgewood Partners, Inc. since 1992. The firm provides discretionary portfolio management primarily through its Large Cap Growth product to high-net-worth individuals, institutional clients, and serves as a sub-adviser to investment companies. Wedgewood’s investment approach is concentrated and owner-oriented, focusing on long-term holdings selected through quantitative and qualitative analysis.
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