Bluearc Capital Management, LLC is a large advisory firm based in Atlanta. It manages $538.8 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Georgia.
Bluearc Capital Management provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bluearc Capital Management, LLC is $538.8 million. The firm's AUM has grown by 93% since the beginning of its operation, and $87.62 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bluearc Capital Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Bluearc Capital Management is pooled investment vehicles with 11 clients and $314.85 million of assets under management. Among the 8 most similar advisory firms, Bluearc Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $314.85 million for 11 clients. 31% of the firm’s clients are foreign persons or businesses.
Bluearc Capital Management also advises several private funds. Namely, five hedge funds and three private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $500,000.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bluearc Capital Management, LLC performs its advisory services is located at One Buckhead Plaza, Atlanta, GA 30305, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-419-6130 or by fax 404-419-6130. The normal business hours are 9am-5pm et on Monday - Friday. You can find more information about the New York firm at bluearccapital.com.