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| Blue Capital Inc
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|
|---|---|
| CRD # | 304083 |
| SEC # | 801-121357 |
| CIK # | |
| AUM | $188.3 MM (2024-07-17) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 402-932-0131 |
| Address | 3814 Farnam Street Omaha, NE 68131 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 429 | 77.2 |
| (b) Individuals (high net worth individuals) | 75 | 111.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,194 | 188.3 |
| By Discretionary | ||
| Discretionary | 1,194 | 188.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,194 | 188.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.3 | |
| Total | 1,194 | 188.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Reliant Investment Partners LLC
✚
|
NC | 0.2 |
|
Wealthcollab LLC
✚
|
WA | 0.2 |
|
PPS & V Asset Management Consultants Inc
✚
|
MI | 0.2 |
|
Campion Asset Management LLC
✚
|
VA | 0.2 |
|
D C Voss & Company LLC
✚
|
SC | 0.2 |
|
Sequoia Swiss Financial Advisors AG
✚
|
0.2 | |
|
Optimist Retirement Group LLC
✚
|
WA | 0.2 |
|
Patrick Mauro Investment Advisor Inc
✚
|
IL | 0.2 |
|
Game Plan Financial Advisors LLC
✚
|
OH | 0.2 |
|
Pacific Peak Advisors LLC
✚
|
ID | 0.2 |