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| Blue Chip Partners LLC
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| |
|---|---|
| CRD # | 132437 |
| SEC # | 801-64705 |
| CIK # | 0001632801 |
| AUM | $1.3 BB (2024-06-05) |
| Employees | 28 (54% Investors, 0% Brokers) |
| Phone | 248-848-1111 |
| Address | 38505 Country Club Drive Farmington Hills, MI 48331 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 46.1 | |
| MSFT | 1,918,222.4 | 43.5 | |
| GOOG | 1,482,566.4 | 42.0 | |
| AVGO | 201,282.9 | 37.9 | |
| JPM | 340,169.2 | 36.2 | |
| ABBV | 269,466.6 | 31.3 | |
| COST | 207,576.9 | 27.8 | |
| MS | 136,724.0 | 27.7 | |
| BAC | 278,315.2 | 27.2 | |
| UNH | 477,004.0 | 26.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| VC | Blue Omega LLC | 2017-05-11 | 1.7 | |
| VC | Blue Chip VI Extension Fund II LLC | 2016-05-03 | 1.5 | |
| VC | Blue Chip VI Extension Fund LLC | 2015-03-30 | 1.6 | |
| Other | Bluekinetic LLC | 2015-03-30 | 0.0 | |
| Other | Blue Chip VI LLC | 2014-03-31 | 0.5 | |
| VC | Blue Chip V LLC | [2012-03-20] | 2.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 410 | 155.3 |
| (b) Individuals (high net worth individuals) | 405 | 1,108.5 |
| (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 | 2 | 5.4 |
| (h) Charitable organizations | 2 | 9.0 |
| (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 | 3 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,548 | 1,279.7 |
| By Discretionary | ||
| Discretionary | 2,509 | 1,268.3 |
| Non-Discretionary | 39 | 11.4 |
| Total | 2,548 | 1,279.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,279.7 | |
| Total | 2,548 | 1,279.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001632801] |
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