# Sharpvue Capital, LLC

> Sharpvue Capital, LLC is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.

- CRD: 304746
- Filed as: SHARPVUE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304746
- AdvisorCensus page: https://advisorcensus.com/firm/sharpvue-capital-llc-raleigh-nc-304746

## Quick answers

**How is Sharpvue Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sharpvue Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**What does Sharpvue Capital, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sharpvue Capital, LLC located?**
Sharpvue Capital, LLC's principal office is in Raleigh, NC, according to its Form ADV.

**Is Sharpvue Capital, LLC registered with the SEC or a state?**
Sharpvue Capital, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304746.

**How much does Sharpvue Capital, LLC manage?**
Sharpvue Capital, LLC reports $465,240,739 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary).

**How have Sharpvue Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sharpvue Capital, LLC: Regulatory assets under management: $126,378,100 in the October 2021 data and $465,240,739 in the October 2026 data, up 268%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sharpvue Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12).

**Does Sharpvue Capital, LLC report any disciplinary disclosures?**
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/304746

**What changed in Sharpvue Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $355,688,865 to $465,240,739 (+31%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> Compensation earned by SharpVue for providing investment advisory services to the Private Investment Funds is generally comprised of an asset-based management fee, which does not exceed 2% and is generally payable quarterly in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $465,240,739
- Discretionary: $465,240,739
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $465,240,739 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 9 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sharpvuecapital.com
- LinkedIn @sharpvue-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $126,378,100 | 6 | May 11, 2021 |
| October 2022 | $235,206,309 | 9 | May 2, 2022 |
| October 2023 | $254,598,031 | 9 | March 28, 2023 |
| October 2024 | $317,877,140 | 9 | August 15, 2024 |
| October 2025 | $355,688,865 | 9 | April 30, 2025 |
| October 2026 | $465,240,739 | 9 | May 7, 2026 |

Regulatory assets under management: $126,378,100 in the October 2021 data and $465,240,739 in the October 2026 data, up 268%.
Total employees: 6 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $355,688,865 to $465,240,739 (+31%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sharpvue Capital, LLC (CRD 304746): Form ADV filing data as of October 2026.