SHARPVUE CAPITAL, LLC
Firm details
- Headquarters
- RALEIGH, North Carolina
- CRD number
- 304746
- Registered since
- September 19, 2019
- Website
- sharpvuecapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3BRYANT BEAULIEU
ControllerCRD 6489576
Douglas Vaughn
Managing PartnerCRD 7146784
LEE ROBERTS
Co-FounderCRD 2897158
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
FIRST CITIZENS ASSET MANAGEMENT, INC
RIARALEIGH, NC
PURSUIT WEALTH STRATEGIES, LLC
RIARALEIGH, NC
TOWNSEND ASSET MANAGEMENT CORP.
RIARALEIGH, NC
PHYSICIANS FINANCIAL SERVICES, INC.
RIARALEIGH, NC
AdvisorsTrust Partners, LLC
RIARALEIGH, NC
ARMOR INVESTMENT ADVISORS, LLC
RIARALEIGH, NC