Blue Edge Capital, LLC
● SEC registered since 2013CRD 155613SEC# 801-77861Richmond, VA
Reg. AUM
$765.1M
Employees
5
Accounts
420
Location
Richmond, VA
Blue Edge Capital, LLC assets under management
Blue Edge Capital, LLC is an investment advisory firm registered with the SEC based in Richmond, VA. The firm has been registered since 2013. It reports $765.1 million in regulatory assets under management and employs 5 people.
Blue Edge Capital, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Margaret Parsons Fretz Control | Chief Operating Officer/Chief Compliance Officer | 10-25% | 2010 |
| Marshall Bagley Reid Control | Managing Director/Member | 25-50% | 2010 |
| Peter Hartwell Bowles Control | Managing Director/Member | 25-50% | 2010 |
Frequently asked questions
How much does Blue Edge Capital, LLC manage?
Blue Edge Capital, LLC reports $765.1 million in regulatory assets under management on its Form ADV.
How many employees does Blue Edge Capital, LLC have?
Blue Edge Capital, LLC reports 5 employees.
Where is Blue Edge Capital, LLC located?
Blue Edge Capital, LLC is based in Richmond, VA and has been SEC-registered since 2013.
Does Blue Edge Capital, LLC disclose fund performance?
Blue Edge Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5706 Grove Avenue, Suite 202, Richmond, VA 23226 |
| Phone | 804-673-7401 |
| Office hours | 8:30 a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1599620 |
| Discloses disciplinary history | No |
Regulatory AUM
$765.1M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$765.1Mregulatory AUM
Discretionary $754.1MNon-discretionary $11M