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Blue Grotto Capital, LLC

● SEC registered since 2019CRD 299869SEC# 801-117423Atlanta, GA
Export (members)
Ranks #2,124 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.1B
Fund GAV
$466.1M
Private funds
1
Employees
6
Accounts
7
Location
Atlanta, GA

Blue Grotto Capital, LLC assets under management

Blue Grotto Capital, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2019. It reports $2.1 billion in regulatory assets under management and employs 6 people. Blue Grotto Capital, LLC manages 1 private fund with combined gross assets of $466.1 million, including Blue Grotto Master Fund LP. By regulatory assets, it ranks 2,124 of 6,004 private fund managers.

Blue Grotto Capital, LLC private funds

1 funds · $466.1M GAV
FundTypeGross assetsMin.
Blue Grotto Master Fund LPHedge$466.1M$1M

Blue Grotto Capital, LLC owners & executives

2 reported
NameTitleOwnershipSince
Benjamin Michael Gordon ControlPortfolio ManagerOver 75%2018
Phillip Greg Deese ControlChief Compliance Officer, Chief Financial Officer, Chief Operating OfficerUnder 5%2023

Frequently asked questions

How much does Blue Grotto Capital, LLC manage?

Blue Grotto Capital, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Blue Grotto Capital, LLC manage?

Blue Grotto Capital, LLC manages 1 private funds with combined gross assets of $466.1 million.

How many employees does Blue Grotto Capital, LLC have?

Blue Grotto Capital, LLC reports 6 employees.

Where is Blue Grotto Capital, LLC located?

Blue Grotto Capital, LLC is based in Atlanta, GA and has been SEC-registered since 2019.

Does Blue Grotto Capital, LLC disclose fund performance?

Blue Grotto Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2000 Riveredge Parkway, Suite 500, Atlanta, GA 30328
Phone404.381.1890
Fax404.736.6382
Office hours8:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1764725
Discloses disciplinary historyNo

Regulatory AUM

$2.1B▲ 80%
Mar '25 — $1.16BApr '25 — $1.16BMay '25 — $1.16BJun '25 — $1.16BJul '25 — $1.16BAug '25 — $1.16BSep '25 — $1.16BOct '25 — $1.16BNov '25 — $1.16BDec '25 — $1.16BJan '26 — $1.16BFeb '26 — $1.16BMar '26 — $2.1BApr '26 — $2.1BMay '26 — $2.1BJun '26 — $2.1B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
AUM vs fund managersTop 35%
Larger than 65% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$2.1Bregulatory AUM
Discretionary $2.1B

Service providers

Prime broker
Administrator