{ "crd_number": 167233, "slug": "bluearc-capital-management-atlanta-ga-167233", "primary_business_name": "BLUEARC CAPITAL MANAGEMENT", "legal_name": "BLUEARC CAPITAL MANAGEMENT, LLC", "dbas": [], "city": "Atlanta", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2014-04-07", "years_registered": 12, "period": "2026-10-01", "filing_date": "2026-07-28", "carried_forward": false, "raum_total": 2443849185.0, "raum_discretionary": 2443849185.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 11, "advisory_employees": 7, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 2443849185.0, "count": 51 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "other", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "GA" ], "websites": [ "https://bluearccapital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167233", "city_as_filed": "ATLANTA", "url": "https://advisorcensus.com/firm/bluearc-capital-management-atlanta-ga-167233", "display_name": "Bluearc Capital Management", "summary": "Bluearc Capital Management is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 28, 2026.", "citation": "AdvisorCensus. Bluearc Capital Management (CRD 167233): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Selection of other advisers (including private fund managers)", "Other" ], "quick_answers": [ { "q": "How is Bluearc Capital Management compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Bluearc Capital Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees." }, { "q": "Where is Bluearc Capital Management located?", "a": "Bluearc Capital Management's principal office is in Atlanta, GA, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Bluearc Capital Management registered with the SEC or a state?", "a": "Bluearc Capital Management is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 167233." }, { "q": "How much does Bluearc Capital Management manage?", "a": "Bluearc Capital Management reports $2,443,849,185 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary)." }, { "q": "How have Bluearc Capital Management's assets and staff changed since 2021?", "a": "In the Form ADV data for Bluearc Capital Management: Regulatory assets under management: $709,454,011 in the October 2021 data and $2,443,849,185 in the October 2026 data, up 244%. Total employees: 6 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Bluearc Capital Management serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (51)." }, { "q": "Does Bluearc Capital Management report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167233" }, { "q": "What changed in Bluearc Capital Management's recent Form ADV filings?", "a": "In the January 2026 filing data: Employees performing advisory functions went from 4 to 7. Regulatory assets under management went from $1,679,842,338 to $2,443,849,185 (+45%). Changed its office addresses in New York, NY." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 709454011.0, "total_employees": 6, "filing_date": "2021-08-11" }, { "period": "2022-10-01", "regulatory_assets_under_management": 517706700.0, "total_employees": 6, "filing_date": "2021-12-21" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1084809884.0, "total_employees": 9, "filing_date": "2023-07-26" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1171912215.0, "total_employees": 8, "filing_date": "2024-07-25" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1679842338.0, "total_employees": 8, "filing_date": "2025-07-18" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2443849185.0, "total_employees": 11, "filing_date": "2026-07-28" } ], "recent_changes": [ { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "Employees performing advisory functions went from 4 to 7.", "Regulatory assets under management went from $1,679,842,338 to $2,443,849,185 (+45%).", "Changed its office addresses in New York, NY." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/bluearc-capital-management-atlanta-ga-167233.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 51, "fewer_than_5": false, "raum": 2443849185.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167233", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }