Sharpvue Capital, LLC

SharpVue Capital, LLC is an asset management firm founded in 2015, specializing in providing services to private pooled investment vehicles. The firm operates as an independent entity since June 1, 2019, with headquarters in Raleigh, North Carolina. The firm's principal owners are Lee Roberts and Doug Vaughn. SharpVue offers discretionary portfolio management services to Private Investment Funds, with assets under management totaling $354,092,374 as of December 31, 2024. Clients of Private Investment Funds are required to meet certain suitability requirements, such as being an "Accredited Investor" or a "Qualified Client." Fees and compensation include asset-based management fees not exceeding 2%, payable quarterly in advance, and performance-based fees of up to 20% based on fund returns. The firm does not participate in wrap fee programs. SharpVue's investment strategies focus on real estate and private equity investments in the Southeast region of the United States, with a focus on growing businesses in the lower middle market. The firm employs various methods of analysis and research to evaluate potential investments, with a focus on limiting the risk of capital loss. Investment discretion is granted to SharpVue to make decisions on buying or selling securities, selecting brokers, determining transaction amounts, and setting commission rates. The firm has a Proxy Voting Policy to vote proxies in the best interest of clients. SharpVue does not have any financial conditions that would affect its ability to meet commitments to clients and has not been involved in any bankruptcy proceedings.