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Ledgewood Management
Ledgewood Management is a ria based in New York; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Overview
LEDEGWOOD MANAGEMENT is an exempt reporting adviser. It provides investment advice to clients.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
George Lederman
President
Sector focus
Frequently asked questions
What is Ledgewood Management's investment strategy?
The strategy, as revealed through public filings, is a concentrated, long-duration public-equity portfolio focused on large-cap U.S. financial services and investment holding companies. The firm's best-known position is a multi-decade holding in Berkshire Hathaway. The portfolio historically consists of fewer than ten names at any given time and exhibits extremely low turnover—a buy-and-hold approach closer to permanent capital than to a typical hedge fund or mutual fund model.
What has Ledgewood Management's public portfolio disclosed about its sectors and holdings?
Public 13F filings have historically shown a concentrated portfolio anchored by Berkshire Hathaway, with other positions in large-cap financial institutions and occasionally real estate-related equities. The sector exposure skews heavily toward financial services and investment conglomerates. There is no public record of the firm taking positions in venture capital, private equity funds, or technology startups.
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