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| Blue Chip Partners LLC
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|---|---|
| CRD # | 132437 |
| SEC # | 801-64705 |
| CIK # | 0001632801 |
| AUM | 1,877.2 M (2026-03-31) |
| Employees | 34 (53% Investors, 0% Brokers) |
| Phone | 248-848-1111 |
| Address | 38505 Country Club Drive Farmington Hills, MI 48331 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 56.1 | ||
| Alphabet Inc | 53.9 | ||
| Broadcom Inc | 52.1 | ||
| J P Morgan Chase & Co | 45.2 | ||
| AbbVie Inc | 41.6 | ||
| Microsoft Corp | 37.8 | ||
| Quanta Services Inc | 37.6 | ||
| KLA Tencor Corp | 36.4 | ||
| Costco Wholesale Corp /NEW | 34.3 | ||
| Lilly Eli & Co | 32.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Blue Omega LLC | 2017-05-11 | 1.7 M | |
| VC | Blue Chip VI Extension Fund II LLC | 2016-05-03 | 1.5 M | |
| VC | Blue Chip VI Extension Fund LLC | 2015-03-30 | 1.6 M | |
| Other | Bluekinetic LLC | 2015-03-30 | ||
| Other | Blue Chip VI LLC | 2014-03-31 | 0.5 M | |
| VC | Blue Chip V LLC | [2012-03-20] | 2.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 479 | 178.8 |
| (b) Individuals (high net worth individuals) | 522 | 1,678.3 |
| (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 | 6.6 |
| (h) Charitable organizations | 2 | 11.3 |
| (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 | 2 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,207 | 1,877.2 |
| By Discretionary | ||
| Discretionary | 3,156 | 1,859.1 |
| Non-Discretionary | 51 | 18.1 |
| Total | 3,207 | 1,877.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,877.2 | |
| Total | 3,207 | 1,877.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001632801] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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|
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1,799.5 M | |
|
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