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| Blue Diamond Capital Investment Advisors LLC
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|---|---|
| CRD # | 333059 |
| SEC # | 801-131918 |
| CIK # | |
| AUM | 301.4 M (2026-03-31) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 801-932-0311 |
| Address | 180 N University Ave Provo, UT 84601 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | BFA Green Springs LLC | 2026-03-31 | 9.9 M | |
| PE | Tone LLC | 2026-03-31 | 3.6 M | |
| PE | BDC Kiln Investors LLC | 2025-06-11 | 13.8 M | |
| PE | BDC Legacy South LLC | 2025-06-11 | 18.4 M | |
| PE | BDC Sunstone Two Tree LLC | 2025-06-11 | 2.1 M | |
| PE | BDC Thanksgiving Visionary LLC | 2025-06-11 | 1.2 M | |
| PE | BDC TRES Investors LLC | 2025-06-11 | 1.8 M | |
| PE | BFA Tresidio LLC | 2025-06-11 | 27.8 M | |
| VC | Blue Summit Investors LLC | 2025-06-11 | 0.7 M | |
| PE | Kiln RF Investors LLC | 2025-06-11 | 2.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 9.0 |
| (b) Individuals (high net worth individuals) | 0 | 211.0 |
| (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 | 10 | 81.4 |
| (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 | 33 | 301.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 33 | 301.4 |
| Total | 33 | 301.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 301.4 | |
| Total | 33 | 301.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Boston Family Advisors LLC
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|
MA | 329.7 M |
|
M4A3 LLC
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|
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|
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|
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IL | 284.8 M |
|
Cypress Wealth Management LLC
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|
IL | 282.7 M |
|
Beatrice Advisors LP
✚
|
NY | 282.3 M |
|
Brookline Investments Inc
✚
|
AL | 281.5 M |
|
Kubhera Enterprises LLC
✚
|
NJ | 275.5 M |
|
Chapel Bridge Wealth Advisors LLC
✚
|
PR | 273.6 M |