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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 10/2010
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 10/2010
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 11/2010
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Marshall Bagley Reid | Managing Director/Member | 10/2010 | Individual | Yes | 25% but less than 50% |
| Peter Hartwell Bowles | Managing Director/Member | 10/2010 | Individual | Yes | 25% but less than 50% |
| Margaret Parsons Fretz | Chief Operating Officer/Chief Compliance Officer | 11/2010 | Individual | Yes | 10% but less than 25% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVMB
Marshall Bagley Reid
Managing Director/Member
PH
Peter Hartwell Bowles
Managing Director/Member
MP
Margaret Parsons Fretz
Chief Operating Officer/Chief Compliance Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives3
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateApr 16, 2013
CRD number155613