SourcingSourcing

BLUE GROTTO CAPITAL, LLC

C31
CRD 299869·SEC 801-117423·ATLANTA, GA
AUM
$2.10B
$1B+
Est. Revenue
$21.0M
@ 1% on AUM
Est. EBITDA
$6.3M
@ 30% margin
Est. Deal Value
$50.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUE GROTTO CAPITAL, LLC
CRD
299869
SEC file #
801-117423
EIN
000000000
DBA names
—

Economics

AUM
$2.10B
AUM band
$1B+
AUM trajectory
'20'26
$117.2M → $2.10B▲ +1691%
Client mix
Charitable Organizations4
Pooled Investment Vehicles3

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
bluegrottocapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GORDON, BENJAMIN, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GORDON, BENJAMIN, MICHAEL
DEESE, PHILLIP, GREG
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BLUEGROTTOCAPITAL.COM
Rdap Domain Creation Date
2018-04-13T14:59:41Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001754281
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2018-12-21
Edgar Last Filing Date
2025-12-19
Edgar Form D Count
8
Edgar Form D Offerings
2025-12-192025-12-19 · 0001315863-25-000866
2024-12-122024-12-12 · 0001315863-24-000861

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
2000 RIVEREDGE PARKWAY, SUITE 500ATLANTA, GA 30328
Business
C/O MAPLES CORPORATE SERVICES LIMITED,UGLAND HOUSE, BOX 309GEORGE TOWN, GRAND CAYMAN, E9, KY1-1104
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-12-19 · 0001315863-25-000866
D/A2024-12-12 · 0001315863-24-000861
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-13T14:59:41Z
Rdap Domain Last Changed
2026-03-29T15:39:15Z
Rdap Nameservers
Ns-cloud-b1.googledomains.comNs-cloud-b2.googledomains.comNs-cloud-b3.googledomains.comNs-cloud-b4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
4464543
Trust Company Affiliate
Yes

People (2)

2
GORDON, BENJAMIN, MICHAEL
Direct Owner · 87.5%
4464543
DEESE, PHILLIP, GREG
Executive Officer · 2.5%
1644546