|
⚲
|
| Blue Chip Finance LLC
✚
|
|
|---|---|
| CRD # | 281221 |
| SEC # | 801-123392 |
| CIK # | |
| AUM | $3.8 M (2025-05-22) |
| Employees | 7 (14% Investors, 0% Brokers) |
| Phone | 919-749-4421 |
| Address | Av San Felipe Caracas, Venezuela |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 0.3 |
| (b) Individuals (high net worth individuals) | 52 | 3.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 61 | 3.8 |
| By Discretionary | ||
| Discretionary | 58 | 3.5 |
| Non-Discretionary | 3 | 0.3 |
| Total | 61 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 0.1 | |
| Total | 61 | 3.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Centerfin Inc
✚
|
NY | 0.0 |
|
Sagewater Wealth Management LLC
✚
|
CA | 0.0 |
|
SVN Global Private Advisors LLC
✚
|
0.0 | |
|
W2B Inc
✚
|
0.0 | |
|
Meta Investment Management Company LLC
✚
|
NY | 0.0 |
|
Networth Literacy Inc
✚
|
0.0 | |
|
I-Cthru Inc
✚
|
0.0 | |
|
Trinary Capital LLC
✚
|
0.0 | |
|
R2 Asset Management LLC
✚
|
0.0 | |
|
Wealthface LLC
✚
|
0.0 |