Blue Edge Capital, LLC
RICHMOND, VA
Form ADV and provider website profile · CRD 155613 · regulatory data as of Mar 31, 2026
This profile compiles reported firm AUM, regulatory account 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.
420Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
$765MTotal Firm AUM
$754MDiscretionary AUM
$11MNon-discretionary AUM
420Total accounts
417Discretionary accounts
3Non-discretionary accounts
Client Mix by Firm AUM
$765MFirm AUM
High-Net-Worth80.4%
Charities15.2%
Individuals2.6%
Retirement Plans1.7%
Corporations0.1%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth80.4%
104 clients$615M firm assets
Charities15.2%
19 clients$116M firm assets
Individuals2.6%
43 clients$20M firm assets
Retirement Plans1.7%
5 clients$13M firm assets
Corporations0.1%
1 clients$1M firm assets
Reported total172 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $615M | 104 | 80.4% |
| Charities | $116M | 19 | 15.2% |
| Individuals | $20M | 43 | 2.6% |
| Retirement Plans | $13M | 5 | 1.7% |
| Corporations | $1M | 1 | 0.1% |
| Reported total | $765M | 172 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…