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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Blue Curve Advisory LLC
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|---|---|
| CRD # | 333724 |
| SEC # | 801-131821 |
| CIK # | |
| AUM | $103.2 M (2025-05-15) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 410-339-5771 |
| Address | 8600 LaSalle Road Towson, MD 21286 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 267 | 50.4 |
| (b) Individuals (high net worth individuals) | 44 | 52.6 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 938 | 103.2 |
| By Discretionary | ||
| Discretionary | 938 | 103.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 938 | 103.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.2 | |
| Total | 938 | 103.2 |
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|---|---|---|
|
Petrie Capital Management LLC
✚
|
WA | 0.1 |
|
Geremia Financial Services LLC
✚
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NJ | 0.1 |
|
International Management Advisors Ltd
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0.1 | |
|
Abacus Capital Advisors LLC
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|
FL | 0.1 |
|
1230 Advisors LLC
✚
|
NY | 0.1 |
|
Yunistone Investment Group LLC
✚
|
IL | 0.1 |
|
Compass Investment Advisers LLC
✚
|
OR | 0.1 |
|
Inversiones SURA Corp
✚
|
FL | 0.1 |
|
KUTZ and Company Inc
✚
|
NY | 0.1 |
|
Abridge Partners LLC
✚
|
0.1 |