BLUE GROTTO CAPITAL, LLC

http://www.bluegrottocapital.com ATLANTA, GA Investment Advisor How do I update this listing?

Blue Grotto Capital is based out of Atlanta. Blue Grotto Capital is a large advisory firm with 1 clients and discretionary assets under management (AUM) of $117,156,351 (Form ADV from 2019-08-30). Their last reported 13F filing for Q4 2019 included $127,334,000 in managed 13F securities and a top 10 holdings concentration of 73.19%. Blue Grotto Capital's largest holding is SS&C Technologies Holdings Inc with shares held of 180,000. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 3.82%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BLUE GROTTO CAPITAL, LLC
Classified as Hedge Fund
2000 RIVEREDGE PARKWAY SUITE 585
ATLANTA GA    30328
Country: United States

Business Phone: 404.381.1890
Fax: 404.736.6382
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 4
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 0
Total Number of Clients: 1
Amount of client funds and securities by related persons: 117,156,000
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

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