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BLUEARC CAPITAL MANAGEMENT

ATLANTA, GA · CRD 167233 · IAPD ↗ · bluearccapital.com · 404-419-6130

$2.44BRegulatory AUM
7Advisory reps
11Employees
1Clients
n/aPlanning clients
43Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
January 2026 — BLUEARC CAPITAL MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
54
January 2026 — BLUEARC CAPITAL MANAGEMENT reported RAUM up 45% ($1.68B -> $2.44B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
January 2026 — BLUEARC CAPITAL MANAGEMENT grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
January 2025 — BLUEARC CAPITAL MANAGEMENT added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
January 2025 — BLUEARC CAPITAL MANAGEMENT reported RAUM up 43% ($1.17B -> $1.68B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.