Portfolio Manager · Blue Grotto Capital, LLC
Benjamin M. Gordon
CRD 4464543 · Named on Form ADV at one SEC-registered adviser
At a glance
Blue Grotto Capital, LLC, an SEC-registered asset manager based in Atlanta, GA with $2.1 billion in regulatory assets, lists Benjamin M. Gordon on its Form ADV as Portfolio Manager, a control person.
Firms and roles
- Blue Grotto Capital, LLCPortfolio ManagerAsset manager · Atlanta, GA · $2.1B in regulatory assets
AtlasMembers
Benjamin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Phillip G. DeeseChief Compliance Officer, Chief Financial Officer, Chief Operating Officer, Blue Grotto Capital, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.