Blue Chip Finance LLC

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Assets, Funds, Holdings

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Blue Chip Finance LLC
CRD #281221
SEC #801-123392
CIK #
AUM $3.8 MM (2023-03-31)
Employees 7 (14% Investors, 0% Brokers)
Phone582122673976
AddressAv San Felipe
Caracas, Venezuela
Source [IAPD] [Website] [Twitter] [Instagram]
Total AUM ($MM)
151296302010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 22 0.3
(b) Individuals (high net worth individuals) 52 3.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 61 3.8
By Discretionary
Discretionary 58 3.5
Non-Discretionary 3 0.3
Total 61 3.8
By Non-United States Persons
Non-United States Persons 3.7
United States Persons 0.1
Total 61 3.8
Comparable Firms State AUM ($BB)
Wealthface LLC
0.0
Northfront Financial USA Inc
0.0
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CT 0.0
EarlyBird Central Inc
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Overseas Capital Management LLC
0.0
Quantbase LLC
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Meta Investment Management Company LLC
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Vimvest Securities LLC
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I-Cthru Inc
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Fair Invest LLC
TX 0.0
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