Bluearc Capital Management, Llc (Atlanta)

Bluearc Capital Management, LLC is a large advisory firm based in Atlanta. It manages $538.8 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Georgia.

Bluearc Capital Management provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bluearc Capital Management: assets under management

The assets under management (AUM) of Bluearc Capital Management, LLC is $538.8 million. The firm's AUM has grown by 93% since the beginning of its operation, and $87.62 million of the total AUM is attributable to clients outside of the United States.


The firm manages $314.85 million in discretionary accounts and $223.95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.62 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $111.98 million.

Investments

The firm invests in exchange traded securities the most. They account for 57% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 25% of the firm’s portfolio. Investments in pooled investment vehicles form 13% of the total invested assets.

Marcus Vance

Marcus Vance

Cybersecurity & Digital Privacy Researcher

Marcus Vance is a cybersecurity auditor and technology writer dedicated to educating the public about online safety, data privacy regulations, enterprise security, and emerging cyber threats.