Firm profile

SHARPVUE CAPITAL, LLC

RALEIGH, NCCRD 304746Latest ADV March 31, 2026

Sharpvue Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated March 31, 2026, reports $465M in regulatory assets under management, 9 employees, and 12 accounts.

Assets Under Management
$465M
Employees
9
Offices
--
Total Clients
12
Primary office
RALEIGH, NC
3700 GLENWOOD AVE., STE 530, RALEIGH, NC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOBryant W. Beaulieu

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
12

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$465Mas of March 31, 2026
Discretionary100.0%
$465M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$465M
Total Accounts12
10Y AUM Change+$291M (+167.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee1:1
10Y Employee Change+2 (+28.6%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.