SourcingSourcing

BLUEARC CAPITAL MANAGEMENT, LLC

C21
CRD 167233·SEC 801-79523·ATLANTA, GA
AUM
$2.44B
$1B+
Est. Revenue
$24.4M
@ 1% on AUM
Est. EBITDA
$7.3M
@ 30% margin
Est. Deal Value
$58.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUEARC CAPITAL MANAGEMENT, LLC
CRD
167233
SEC file #
801-79523
EIN
000000000
DBA names
Bluearc Capital Management

Economics

AUM
$2.44B
AUM band
$1B+
AUM trajectory
'20'26
$630.5M → $2.44B▲ +288%
Client mix
Pooled Investment Vehicles51

Operations

Employees (total)
11
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
4 advisors → 7 advisors▲ +75%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Interactive Brokerslow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
12/19/2025
ADV-W filed at
—
Website
bluearccapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLUEARC CAPITAL LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
BLUEARC CAPITAL LLC
CRENSHAW, SCOTT, B
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BLUEARCCAPITAL.COM
Rdap Domain Creation Date
2005-10-10T18:12:23Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001616980
Edgar Registered
Yes
Edgar Filing Count
71
Edgar First Filing Date
2014-12-23
Edgar Last Filing Date
2018-03-15
Edgar Form D Count
4
Edgar Form D Offerings
2016-02-112016-02-11 · 0001616980-16-000005
2016-02-052016-02-05 · 0001616980-16-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Interactive Brokers26
Fidelity4
E*trade4
Edgar Addresses
Mailing
17605 WRIGHT STREETOMAHA, NE 68130
Business
17605 WRIGHT STREETOMAHA, NE 68130
Edgar EIN
000000000
Edgar Recent Filings
NSAR-A2018-03-15 · 0001580642-18-001569
N-8F ORDR2018-01-30 · 9999999997-18-000604
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-10T18:12:23Z
Rdap Domain Last Changed
2025-08-11T06:42:12Z
Rdap Nameservers
Ns100.worldnic.comNs99.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (4)

4
SCOTT B CRENSHAW
Executive Officer · 2.5%
4626711
JOERGER, KATE, EVERETT
Executive Officer · 2.5%
6325825
THOMAS, ASHLEY, N
Executive Officer · 2.5%
7669168
ZAZWORSKY JR, RONALD
Executive Officer · 2.5%
6175452