Blue Edge Capital, LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 155613
- Registered since
- April 16, 2013
- Website
- blueedgecap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.44%
- Charitable Organizations15.16%
- Individuals2.59%
- Pension & Profit Sharing Plans1.67%
- Corporations / Businesses0.15%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Blue Edge Capital, LLC is an independent registered investment adviser formed in 2013 and organized as an LLC. The firm manages portfolios for both individual and family clients as well as institutional accounts, charging either a percentage of assets under management or fixed fees. Its advisory work centers on discretionary portfolio management for individuals, small businesses, and institutions. Blue Edge identifies as an active ESG investor and is not structured as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Marshall Reid
Managing DirectorCRD 2214855
Peter Bowles
Managing DirectorCRD 2322509
Margaret Fretz
Founding MemberCRD 2380637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$700M in ETFs
86%
$599M
12%
$102M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $75.8M | 879,889 | 10.82% |
Location
Richmond, VA
Henrico
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 5706 Grove Ave
- Time zone
- ET (UTC-5)
- Office locations
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