SHARPVUE CAPITAL, LLC

RIASEC RegisteredEst. 2019
Total AUM
$465M
Discretionary
$465M
100% of AUM
Avg account
$38.8M
Accounts
12
Employees
9
Advisory reps
3

Firm details

Headquarters
RALEIGH, North Carolina
CRD number
304746
Registered since
September 19, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sharpvue Capital, LLC is a privately owned limited liability company that registers with the SEC as an adviser and operates as a fund manager focused on private markets. The firm is classified across private equity and real estate strategies and is described as a multifaceted fund manager serving institutional clients. The firm was SEC-registered in 2019 and is owned by an individual. On the advisory side, Sharpvue provides portfolio management for pooled investment vehicles and acts in sponsor and general partner capacities for pooled structures and limited partnerships. Its fee arrangements combine a percentage-of-assets model with performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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 3
  • BRYANT BEAULIEU

    ControllerCRD 6489576

  • Douglas Vaughn

    Managing PartnerCRD 7146784

  • LEE ROBERTS

    Co-FounderCRD 2897158

Wealth teams

FINTRX

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

RALEIGH, NC

WAKE

Location

RALEIGH, NC

Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
WAKE
Address
3700 Glenwood Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth