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 small, institutionally oriented hedge fund manager that registered with the SEC in 2019 and is organized as an LLC. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles; it also appears as a sponsor/GP/managing member of at least one pooled vehicle. Its client base is institutional, and its fees combine a percentage of assets under management with performance-based fees. Blue Grotto does not identify as an active ESG investor and is not a multi-state adviser.