Sharpvue Capital, LLC is a large advisory firm based in Raleigh. It manages $174 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of North Carolina.
Sharpvue Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sharpvue Capital, LLC is $174 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sharpvue Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Sharpvue Capital is pooled investment vehicles with 7 clients and $174 million of assets under management. Among the 7 most similar advisory firms, Sharpvue Capital has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $174 million for 7 clients. None of the firm’s clients are foreign persons or businesses.
Sharpvue Capital also advises several private funds. Namely, four real estate funds and three private equity funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $100,000.
The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Geremy Edwin Connor has served as the Chief Investment Officer since 1 Mar 2016. Llc Curi Capital joined the executive team most recently as the Member.
The principal office where Sharpvue Capital, LLC performs its advisory services is located at 700 Spring Forest Road, Raleigh, NC 27609, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 919-890-0515. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.