Blue Grotto Capital, LLC
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Overview
Blue Grotto Capital, LLC operates as a financial advisory firm based in Atlanta, Georgia. Blue Grotto Capital, LLC administers $787.8 million in assets under management across five customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management (AUM). The firm has a small group, including 3 financial advisors. Blue Grotto Capital, LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like options, equities and bonds.
Blue Grotto Capital, LLC oversees all of its client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell judgments for the client's account without needing to seek client approval. Blue Grotto Capital, LLC oversees roughly $157.6 million for each client account. The typical financial advisor at Blue Grotto Capital, LLC manages around two client accounts, placing it among the most personalized advisor firms in the country.
Blue Grotto Capital, LLC's headquarters is located at 2000 Riveredge Parkway, Atlanta, Georgia 30328.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Blue Grotto Capital, LLC by the Numbers
$787.8 million
6
5
$157.6 million
Fee Structure
Fees for financial management usually vary depending on the type of financial services provided. Fees billed by the firm may include the following fee structures: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles and charitable organizations. Out of its five accounts, Blue Grotto Capital, LLC's biggest client type is pooled investment vehicles. Around 16% of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 60%
- Charitable Organizations - 40%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Blue Grotto Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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