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Blue Edge Capital, LLC logo

Blue Edge Capital, LLC

RICHMOND, VA

Form ADV and provider website profile · CRD 155613 · regulatory data as of Mar 31, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Blue Edge Capital, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$765MReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
420Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$754MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$11MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameBLUE EDGE CAPITAL, LLC

CRD number155613

Firm foundedNot reported

SEC registration dateApr 16, 2013

Employees5

Advisory professionals4

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

5706 GROVE AVENUE, RICHMOND, VA, 23226

804-673-7401

https://blueedgecap.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$765M

As of Mar 31, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth80.4%$615M
Charities15.2%$116M
Individuals2.6%$20M
Retirement Plans1.7%$13M
Corporations0.1%$1M

Percentages and AUM are shown from the same reported Form ADV client-type records.