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BLUEARC CAPITAL MANAGEMENT

Legal name: BLUEARC CAPITAL MANAGEMENT, LLC

CRD 167233File 801-79523
APPROVED
Custody
Filing as of Jul 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.44B
Top 25% of cohort (national)
Discretionary AUM
$2.44B
Clients
51
51 accounts
Employees
11
Top 25% of cohort in GA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Apr 7, 2014
Principal office
ONE BUCKHEAD PLAZA, 3060 PEACHTREE ROAD, SUITE 1120, ATLANTA, GA, 30305
Phone
404-419-6130

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.44B
Discretionary AUM
$2.44B
Non-discretionary AUM
$0
Discretionary accounts
51
Non-discretionary accounts
0
Total accounts
51
AUM per client
$47.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles51$2.44B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Selection of other advisers
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Jan 1, 2026Employees811increased by3
Jan 1, 2026Clients4351increased by8
Jan 1, 2026AUM$1,679,842,338$2,443,849,185increased by$764,006,847
Jan 1, 2026Accounts4351increased by8
May 1, 2025
vs Oct 1, 2022
Employees68increased by2
May 1, 2025
vs Oct 1, 2022
Clients1843increased by25
May 1, 2025
vs Oct 1, 2022
AUM$517,706,700$1,679,842,338increased by$1,162,135,638
May 1, 2025
vs Oct 1, 2022
Accounts1843increased by25
Jan 1, 2022Clients1918decreased by1
Jan 1, 2022AUM$709,454,011$517,706,700decreased by$191,747,311
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BLUEARC CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLUEARC CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.