Disclosure | SharpVue Capital

SharpVue Capital, LLC (“SharpVue”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. More information about SharpVue’s advisory services can be found in its Form ADV Part 2A, which is available upon request. This website does not contain any investment advice or recommendations, nor does it constitute an offer to sell or a solicitation of an offer to buy an interest in any strategy offered by SharpVue. The list of investments is not a complete list of investments. It is not intended to be illustrative for investment purposes and should not be relied upon for investment making decisions. The investments shown include diverse and representative transactions in which SharpVue provided flexible capital as a committed partner. Performance was not a factor in selecting investments. It should not be assumed that investments listed were or will be profitable, or that any investments in the future will be profitable or achieve similar results as the investments shown. All investments have the risk of loss.

While SharpVue believes that integrating ESG considerations into our investment process can support value creation, SharpVue does not pursue an ESG-based investment strategy or limit its investments to those that meet specific ESG criteria or standards. Any such considerations do not qualify SharpVue’s investment objectives.

3700 Glenwood Ave, Suite 530, Raleigh, NC 27612

SharpVue has deep experience investing alongside Independent Sponsors.

What we offer Independent Sponsors:

Flexible capital structures, including the ability to invest meaningful equity for a one-stop solution
Network of investment partners and industry experts
Deep experience partnering with Independent Sponsors
Tailored approach to governance and board structures

Lee Roberts

Managing Partner

Lee co-founded SharpVue and leads its real estate investment effort. He has spent his 25+ year career in real estate investment and finance and has been involved in the sector in several contexts, including private equity, investment banking and commercial banking. Immediately prior to SharpVue, he served as budget director for the State of North Carolina, a role in which, among other initiatives, he led an effort to rationalize the state’s real estate portfolio.

Before his time in public service, Mr. Roberts was most recently Managing Director of Piedmont Community Bank Holdings, a private equity-backed bank investment platform in Raleigh. He was earlier a Partner at Cherokee Investment Partners, a real estate private equity fund in Raleigh, and he spent nine years with Morgan Stanley in London and New York, focused on real estate investment banking.

Education: Georgetown, JD; Duke, BA

SharpVue is committed to being a responsible corporate citizen. We believe that integrating environmental, social, and governance (“ESG”) considerations into our investment processes and firm policies supports value creation for all stakeholders.

In reviewing potential investment opportunities, we evaluate multiple factors including ESG considerations. We seek to identify ESG strengths and risks and incorporate them into our investment decisions and portfolio monitoring.
We aim to promote ESG awareness and accountability within the firm. Our ESG actions include:
- Environmental: We endeavor to operate in an environmentally responsible manner by reducing waste and raising awareness of efficient energy and resource usage.
- Social: We strive to maintain an environment free of discrimination in which all employees are provided opportunities for personal development and growth.
- Governance: We maintain strict internal policies that emphasize firm governance, compliance, and ethical employee behavior.