BLUEARC CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2014
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$47.9M
Accounts
51
Employees
11
Advisory reps
4

Firm details

Headquarters
Atlanta, Georgia
CRD number
167233
Registered since
April 7, 2014
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Bluearc Capital Management is a limited liability company that operates as an investment manager and sponsor focused on pooled investment vehicles for institutional clients. Registered with the SEC in 2014, the firm functions primarily as an "other fund provider" and undertakes portfolio management for pooled vehicles while also selecting and monitoring third‑party sub‑advisers. Bluearc acts in CPO/CTA capacities and can serve as sponsor, general partner or managing member of funds it advises. Its business model is manager‑and‑vehicle driven rather than pure capital allocation: Bluearc builds and runs pooled structures, sources external managers when appropriate, and retains the structural roles and operational responsibilities that come with sponsorship. The firm charges a mix of percentage‑of‑AUM, fixed fees and performance‑based fees across its offerings. It does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • RONALD ZAZWORSKY JR

    FounderCRD 6175452

  • KATE JOERGER

    Managing Director, FinanceCRD 6325825

  • SCOTT CRENSHAW

    Managing DirectorCRD 4626711

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
1 Peachtree Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth