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BLUE EDGE CAPITAL, LLC
CRD 155613 · SEC 801-77861
5706 GROVE AVENUE, SUITE 202, RICHMOND, VA, 23226, United States
Phone
804-673-7401
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$765.1M
Discretionary AUM
$754.1M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $19.8M |
| High net worth individuals | 104 | $615.4M |
| Pension/profit sharing plans | 5 | $12.8M |
| Charitable organizations | 19 | $116.0M |
| Corporations/business entities | 1 | $1.1M |
States served
NY, NC, VA, TX
All web addresses on file
Official SEC filing: View on IAPD