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| Blue Investment Management LLC
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| CRD # | 318610 |
| SEC # | 801-123591 |
| CIK # | 0001856022 |
| AUM | 341.4 M (2026-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 305-433-4250 |
| Address | 2340 Collins Avenue Miami Beach, FL 33139 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares Gold Trust Micro | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Coca Cola Co | 0.1 | ||
| Texas Pacific Land Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | BIP II Path LLC | 2025-03-31 | 7.3 M | |
| VC | Blue Investment Opportunities LLC | [2025-03-31] | 11.1 M | 360.4 M |
| Offered $11,080,000 · Filed 2024-09-12 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $250,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.2 |
| (b) Individuals (high net worth individuals) | 22 | 341.2 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 24 | 341.4 |
| By Discretionary | ||
| Discretionary | 24 | 341.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 24 | 341.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 340.7 | |
| Total | 24 | 341.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Sanjan Dhody | Executive Officer | 9 | 2 | |
| Blue Investment Ventures LLC | Promoter | 7 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001856022] | |
| 13F-NT | [0001856022] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Eaglebrook Advisors Inc
✚
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NY | 342.0 M |
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Steelhead Wealth Management LLC
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Thomas Wright Asset Management Inc
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|
Reichard Capital LLC
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|
RM Private Wealth Management Inc
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FL | 340.9 M |
|
Premia Global Advisors LLC
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