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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Blue Diamond Capital Investment Advisors LLC
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| CRD # | 333059 |
| SEC # | 801-131918 |
| CIK # | |
| AUM | $322.8 M (2025-06-11) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 801-932-0311 |
| Address | 180 N University Ave Provo, UT 84601 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | BDC KILN Investors LLC | 2025-06-11 | 14.2 | |
| PE | BDC Legacy South LLC | 2025-06-11 | 19.9 | |
| PE | BDC Sunstone Two Tree LLC | 2025-06-11 | 1.2 | |
| PE | BDC Thanksgiving Visionary LLC | 2025-06-11 | 0.0 | |
| PE | BDC TRES Investors LLC | 2025-06-11 | 2.5 | |
| PE | BFA Tresidio LLC | 2025-06-11 | 27.5 | |
| VC | Blue Summit Investors LLC | 2025-06-11 | 0.7 | |
| PE | KILN RF Investors LLC | 2025-06-11 | 2.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 8.3 |
| (b) Individuals (high net worth individuals) | 0 | 246.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 68.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 32 | 322.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 32 | 322.8 |
| Total | 32 | 322.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 322.8 | |
| Total | 32 | 322.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LBJ Family Wealth Advisors Ltd
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|
TX | 0.3 |
|
Haverford Financial Services Inc
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|
PA | 0.3 |
|
Twin Point Capital LLC
✚
|
NY | 0.3 |
|
Flower City Capital LLC
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|
NY | 0.3 |
|
Archvest Wealth Advisors Inc
✚
|
CA | 0.3 |
|
Brownlie & Braden Advisors LLC
✚
|
TX | 0.3 |
|
Orchard Capital Management LLC
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|
IL | 0.3 |
|
Weik Capital Management Inc
✚
|
PA | 0.3 |
|
Saxony Capital Management LLC
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|
MO | 0.3 |
|
Cottonwood Ventures LLC
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|
TX | 0.3 |