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Building 2BLUE EDGE CAPITAL, LLC

Map pinRICHMOND, VA
Phone804-673-7401
NotebookSEC #801-77861
Total AUM
$765.1M
Employees
5
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5706 GROVE AVENUE
SUITE 202
RICHMOND
VA 23226
United States
Operating Hours
8:30 AM - 5:00PM
Monday - Friday
Phone
804-673-7401

ReceiptFinancials

Total AUM
$765.1M
Accounts
420
Discretionary
$754.1M
Accounts
417
Non-Discretionary
$11M
Accounts
3

ContactClients

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Individual Clients
43
AUM
$19.8M
HNW Individual Clients
104
AUM
$615.4M
Pension/Profit Sharing Plan Clients
5
AUM
$12.8M
Charitable Organization Clients
19
AUM
$116M
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNYTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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