Overview
Firm Overview
SharpVue is an asset management firm providing services to private pooled investment vehicles.
SharpVue was originally founded in 2015. Effective June 1, 2019, SharpVue completed an
organizational spin-out and became an independent firm. SharpVue is headquartered in Raleigh,
North Carolina. SharpVue SBIC Management, L.P. is registered as an investment adviser pursuant to
SharpVue’s registration in accordance with SEC guidance under the Investment Advisers Act of 1940,
as amended. SharpVue and SharpVue SBIC Management, L.P. are under common control and operate
as a single advisory business. References herein to “SharpVue” shall be deemed to include SharpVue
SBIC Management, L.P. where applicable.
Firm Ownership
Lee Roberts and Doug Vaughn are principal owners of SharpVue. Lee Roberts, Doug Vaughn and
James Burke are principal owners of SharpVue SBIC Management, L.P.
SharpVue Offerings
SharpVue provides discretionary portfolio management services to private pooled investment
vehicles (the “Private Investment Funds”) in accordance with the investment
guidelines set forth in
each Private Investment Fund’s offering documents. SharpVue is responsible for the investment
decisions and performance of the Private Investment Funds. SharpVue does not tailor its investment
advice to the needs of investors in the Private Investment Funds.
Investors are required to meet certain suitability requirements, such as being an “Accredited
Investor”, a “Qualified Client” and/or a “Qualified Purchaser” as defined under federal laws. Investors
interested in a Private Investment Fund should refer to the Private Investment Fund’s offering
documents for important information regarding the Private Investment Fund’s investment
objectives, risks, fees and additional disclosures for a complete understanding of the terms and
conditions for investing in the relevant Private Investment Fund.
Wrap-Fee Programs
SharpVue does not participate in any wrap fee programs.
Assets Under Management
As of December 31, 2023, SharpVue had $288,252,243 of regulatory assets under management. All
assets are managed on a discretionary basis.