AUMdb

Roaring Blue Lion Capital Management, L.P.

SEC-registered Investment Adviser CRD 137355 · SEC file 802-98343 · Dallas, TX · WWW.BLUELIONCAP.COM
☆ Save with Pro ADV data as of Feb 18, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$74 $210M
Jan 11, 2012 Mar 27, 2014

Reported AUM from Form ADV filings, plotted by filing date · as of Feb 18, 2026

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Jan 2024 · $54.3M combined gross assets

FundTypeDomicileGross assetsOwners
Blue Lion Opportunity Master Fund, L.P. master Hedge Fund Cayman Islands $54.3M 35

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Berry, Bradley, Douglas Limited Partner & Chief Compliance Officer Sep 2005 (21y) 10% – 25%
Griege, Charles, William Limited Partner & Chief Investment Officer Sep 2005 (21y) ≈ 0% – 5% via Roaring Blue Lion, Llc

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Roaring Blue Lion, Llc General Partner Sep 2005 A Less than 5%

Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Griege, Charles, William: 75% – 100% of Roaring Blue Lion, Llc × 0% – 5% direct ≈ 0% – 5% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $54.3M gross assets)

FundTypeGross assetsMin. investmentOwners
Blue Lion Opportunity Master Fund, L.P. Hedge Fund $54.3M $1.0M 35

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/18/2026 561 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.

View current Form ADV (SEC/IAPD) ↗