BLUE EDGE CAPITAL, LLC

RIASEC RegisteredEst. 2013

Total AUM

$765M

Discretionary

$754M

99% of AUM

Avg account

$1.8M

Accounts

420

Employees

5

Advisory reps

4

Firm details

Headquarters: RICHMOND, Virginia
CRD number: 155613
Registered since: April 16, 2013
Website: blueedgecap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI80.44%
Charitable Organizations15.16%
Individuals2.59%
Pension & Profit Sharing Plans1.67%
Corporations / Businesses0.15%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Blue Edge Capital, LLC is an SEC-registered investment advisor organized as an LLC and operating since 2013. The firm serves individual and family clients as well as institutional investors, with advisory work centered on discretionary portfolio management for individuals, small businesses, and institutional clients. Compensation comes through both a percentage-of-AUM schedule and fixed fees. The firm identifies as an active ESG investor and is owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Contacts

3 of 4

MARSHALL REID
Managing DirectorCRD 2214855
PETER BOWLES
Managing DirectorCRD 2322509
MARGARET FRETZ
Founding MemberCRD 2380637

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 67

Active vs passive

$610M in ETFs

Passive

88%

$538M

Active

10%

$71.9M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)	Vanguard	Passive	Large Growth	$64.4M	147,345	10.56%

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Primary office

RICHMOND, VA

HENRICO

Location

RICHMOND, VA

Headquartered in RICHMOND, VA, in the South of the United States.

Region: South
County: HENRICO
Address: 5706 Grove Ave
Time zone: ET (UTC-5)
Office locations

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