Blue Grotto Capital, LLC

RIASEC RegisteredEst. 2019

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$300M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 299869
Registered since: September 27, 2019
Website: www.bluegrottocapital.com
Custodians: MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Charitable Organizations64.62%
Pooled Investment Vehicles35.38%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Grotto Capital, LLC is a private hedge fund organized as an LLC and SEC-registered since 2019. The firm serves institutional clients and operates primarily as a manager of pooled investment vehicles — it identifies as a CPO/CTA and acts as sponsor, general partner or managing member for its funds. Its fee model combines a percentage-of-AUM charge with performance-based fees, consistent with active hedge-fund strategies. Filings indicate the firm does not position itself as an ESG investor, is not a multi-state adviser, and is owned by an individual.