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| Blue Capital Inc
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|---|---|
| CRD # | 304083 |
| SEC # | 801-121357 |
| CIK # | 0002032856 |
| AUM | 200.8 M (2026-03-19) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 402-932-0131 |
| Address | 3814 Farnam Street Omaha, NE 68131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 4.3 | ||
| Applied Materials Inc /DE | 3.5 | ||
| Suncor Energy Inc | 3.5 | ||
| Lilly Eli & Co | 3.3 | ||
| Albemarle Corp | 3.2 | ||
| FPL Group Inc | 2.8 | ||
| Tesla Motors Inc | 2.8 | ||
| CVS Caremark Corp | 2.6 | ||
| AMB Property Corp | 2.5 | ||
| Alphabet Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 391 | 97.1 |
| (b) Individuals (high net worth individuals) | 52 | 103.7 |
| (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 | 1,170 | 200.8 |
| By Discretionary | ||
| Discretionary | 1,170 | 200.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,170 | 200.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.8 | |
| Total | 1,170 | 200.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002032856] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Maxele Advisors LLC
✚
|
MO | 201.6 M |
|
Kraematon Investment Advisors Inc
✚
|
MA | 201.5 M |
|
Waverley Wealth Management LLC
✚
|
CA | 201.2 M |
|
Sterling Manor Financial LLC
✚
|
NY | 201.0 M |
|
Calculated Wealth LLC
✚
|
WI | 200.8 M |
|
Farrell Financial LLC
✚
|
NY | 200.6 M |
|
Harvest Investment Advisors LLC
✚
|
200.3 M | |
|
Weingarten Associates LLC
✚
|
NJ | 200.3 M |
|
Tandem Investment Partners LLC
✚
|
NJ | 200.2 M |
|
AMG Asset Management Group Inc
✚
|
GA | 200.1 M |