Sharpvue Capital, Llc
- Regulatory AUM
- $465M
- Discretionary
- $465M
- Clients
- 12
- Avg AUM / client
- $38.8M
- Accounts
- 12
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $465M | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $318M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sharpvue Capital Credit Fund Ii, L.P. | Private Equity Fund | Delaware | $172M | 44 |
| Sharpvue Capital Opportunity Qp Fund, Lp | Private Equity Fund | Delaware | $40.3M | 57 |
| Sharpvue Real Estate Partners Ii, Lp | Real Estate Fund | Delaware | $24.7M | 33 |
| Svc Income Fund, Lp | Real Estate Fund | Delaware | $15.0M | 1 |
| Pelican Legacy Holdings, Llc | Real Estate Fund | North Carolina | $14.7M | 10 |
| Sharpvue Real Estate Fund 2018 Qp, Lp | Real Estate Fund | Delaware | $14.0M | 28 |
| Sharpvue Capital Opportunity Ai Fund, Lp | Private Equity Fund | Delaware | $9.0M | 47 |
| Sharpvue Real Estate Partners Ii Ai, Lp | Real Estate Fund | Delaware | $7.3M | 34 |
| Sharpvue Real Estate Fund 2016 Qp, Lp | Real Estate Fund | Delaware | $7.1M | 23 |
| Sharpvue Real Estate Fund 2016, Lp | Real Estate Fund | Delaware | $7.1M | 100 |
| Sharpvue Real Estate Fund 2018 Ai, Lp | Real Estate Fund | Delaware | $6.1M | 49 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Roberts, Lee, Harriss | Co Founder | Jun 2019 (7y) | 50% – 75% | |
| Vaughn, Douglas, Arthur | Managing Partner | Jun 2019 (7y) | 50% – 75% | |
| Beaulieu, Bryant, Walter | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% |
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 (11, $318M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sharpvue Capital Credit Fund Ii, L.P. | Private Equity Fund | $172M | $100K | 44 |
| Sharpvue Capital Opportunity Qp Fund, Lp | Private Equity Fund | $40.3M | $100K | 57 |
| Sharpvue Real Estate Partners Ii, Lp | Real Estate Fund | $24.7M | $100K | 33 |
| Svc Income Fund, Lp | Real Estate Fund | $15.0M | $250K | 1 |
| Pelican Legacy Holdings, Llc | Real Estate Fund | $14.7M | $250K | 10 |
| Sharpvue Real Estate Fund 2018 Qp, Lp | Real Estate Fund | $14.0M | $100K | 28 |
| Sharpvue Capital Opportunity Ai Fund, Lp | Private Equity Fund | $9.0M | $100K | 47 |
| Sharpvue Real Estate Partners Ii Ai, Lp | Real Estate Fund | $7.3M | $100K | 34 |
| Sharpvue Real Estate Fund 2016 Qp, Lp | Real Estate Fund | $7.1M | $100K | 23 |
| Sharpvue Real Estate Fund 2016, Lp | Real Estate Fund | $7.1M | $100K | 100 |
| Sharpvue Real Estate Fund 2018 Ai, Lp | Real Estate Fund | $6.1M | $100K | 49 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/07/2026 | 3.87 MB | 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
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: May 07, 2026.
View current Form ADV (SEC/IAPD) ↗