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| Blue Chip Partners LLC
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|---|---|
| CRD # | 132437 |
| SEC # | 801-64705 |
| CIK # | 0001632801 |
| AUM | $1.5 B (2025-05-22) |
| Employees | 33 (52% Investors, 0% Brokers) |
| Phone | 248-848-1111 |
| Address | 38505 Country Club Drive Farmington Hills, MI 48331 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 58.9 | ||
| Microsoft Corp | 50.2 | ||
| Apple Inc | 45.6 | ||
| J P Morgan Chase & Co | 44.6 | ||
| Alphabet Inc | 39.7 | ||
| Morgan Stanley | 37.9 | ||
| AbbVie Inc | 34.9 | ||
| Costco Wholesale Corp /NEW | 32.0 | ||
| VISA Inc | 31.5 | ||
| Amazon Com Inc | 30.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| 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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 449 | 171.5 |
| (b) Individuals (high net worth individuals) | 453 | 1,347.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.9 |
| (h) Charitable organizations | 2 | 10.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,827 | 1,536.7 |
| By Discretionary | ||
| Discretionary | 2,787 | 1,522.5 |
| Non-Discretionary | 40 | 14.2 |
| Total | 2,827 | 1,536.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,536.7 | |
| Total | 2,827 | 1,536.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001632801] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Naples Global Advisors LLC
✚
|
FL | 1.7 |
|
Citrin Cooperman Wealth Management LLC
✚
|
NY | 1.6 |
|
Young Richard C & Co Ltd
✚
|
RI | 1.6 |
|
Healthequity Advisors LLC
✚
|
UT | 1.5 |
|
Rodgers & Associates LLC
✚
|
PA | 1.5 |
|
ARS Wealth Advisors Group LLC
✚
|
FL | 1.5 |
|
LGT Wealth Management US Limited
✚
|
1.4 | |
|
Kimelman & Baird LLC
✚
|
NY | 1.4 |
|
Willis Johnson & Associates Inc
✚
|
TX | 1.4 |
|
Telos Capital Management Inc
✚
|
CA | 1.4 |