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Private company

Blue Grotto Capital, LLC

Limited liability company registered in the United States, active since 2018. Summary from the record

Last updated Oct 21, 2026.

Overview

  • HeadquartersAtlanta, United States2
  • Legal formLimited Liability Company2
  • LEI54930007VJJ2PX4S2D732
  • StatusActive2
  • LEI statusLapsed (not renewed)2
  • Registered addressC/O INCORP SERVICES, INC., 19713 Newark, United States2
  • Registered withDivision of Corporations, Department of State, 69125572

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Corporate structure

Blue Grotto Capital, LLC sits at the top of its group. 4 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Blue Grotto Capital, LLC

  • Benjamin Michael Gordon Owns 75% or more of Blue Grotto Capital, LLC, since 06/2018 (Form ADV)

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); stakes of 5% or more it reported on Schedules 13D and 13G (2 companies); owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.

Investment adviser

Blue Grotto Capital, LLC is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.

  • Assets it manages$2.1B3 7 accounts, all with discretion
  • Employees6 4 in investment advice or research
  • ClientsCharitable organizations: 4 ($1.4B); Pooled investment vehicles (other than investment companies and: 3 ($742.5M)
  • How it is paidA percentage of assets under its management; Performance-based fees
  • What it doesPortfolio management for pooled investment vehicles (other than investment companies)
  • Holds client assetsYes: cash and securities
  • RegistrationSEC 801-117423, CRD 299869 IAPD record

Who owns it

Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).

  • Benjamin Michael Gordonowns 75% or more, since 06/2018

Timeline

  1. Jun 7, 2018Founded Blue Grotto Capital, LLC is founded2

Filings

22 filings to the SEC since October 2021: 22 other. The latest 20:

  1. Aug 27, 2026N-PX EDGAR
  2. Aug 3, 202613F-HR EDGAR
  3. Jun 4, 2026N-PX EDGAR
  4. May 15, 202613F-HR EDGAR
  5. Feb 17, 202613F-HR EDGAR
  6. Nov 13, 202513F-HR EDGAR
  7. Aug 14, 202513F-HR EDGAR
  8. May 14, 202513F-HR EDGAR
  9. Feb 12, 202513F-HR EDGAR
  10. Nov 14, 202413F-HR EDGAR
  11. Aug 13, 202413F-HR EDGAR
  12. May 14, 202413F-HR EDGAR
  13. Feb 14, 202413F-HR EDGAR
  14. Nov 14, 202313F-HR EDGAR
  15. Aug 9, 202313F-HR EDGAR
  16. May 15, 202313F-HR EDGAR
  17. Feb 8, 202313F-HR EDGAR
  18. Nov 14, 202213F-HR EDGAR
  19. Aug 15, 202213F-HR EDGAR
  20. May 13, 202213F-HR EDGAR

The 22 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Stakes it holds

Blue Grotto Capital, LLC has told the SEC it owns more than 5% of 2 companies, latest first (Schedules 13D and 13G).

Sources

The numbers on this page point here. Each one links to the record it came from.

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