Wedgewood Asset Management, LLC

Wedgewood Asset Management, LLC (WAM) is an investment management firm specializing in providing advisory services to privately offered pooled investment vehicles focusing on real estate investments. Established in 2020, WAM primarily invests in residential real estate, multifamily real estate, and mortgages secured by real property. The firm manages approximately $210 million in regulatory assets under management on a discretionary basis as of December 31, 2024. WAM does not charge fees for its management and advisory services to the funds, but an affiliate reimburses the firm for operating costs. The firm discloses material changes and has no reportable disciplinary events. WAM exercises full investment discretion over client accounts and has established proxy voting policies. The firm has a fiduciary duty to act in the best interests of its clients and has policies in place to manage conflicts of interest. Clients receive regular account reviews, audited financial statements, and portfolio updates. WAM complies with the Custody Rule and has no bankruptcy history. For more detailed information, clients can request specific documents and disclosures from the firm.