# Ledgewood Management

Ledgewood Management is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 326831
- **SEC file number:** 802-128327
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326831

## About

LEDEGWOOD MANAGEMENT is an exempt reporting adviser. It provides investment advice to clients.

## Sectors

- Financial Services
- FinTech
- Real Estate

## People

- George Lederman — President

## 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.

## Related profiles

- [Ledger](https://altss.com/profile/ledger-capital)
- [Lee Danner & Bass](https://altss.com/profile/lee-danner-and-bass-inc)

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Last updated: 2026-08-14T12:30:00.000Z

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