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| Happy Holidays!! thanks for using AUM13F!! |
| Blue Investment Management LLC
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| CRD # | 318610 |
| SEC # | 801-123591 |
| CIK # | 0001856022 |
| AUM | $259.4 M (2025-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 305-433-4250 |
| Address | 2340 Collins Avenue Miami Beach, FL 33139 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Lilly Eli & Co | 0.1 | ||
| Coca Cola Co | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| iShares Gold Trust Micro | 0.0 | ||
| Apple Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | BIP II Path LLC | 2025-03-31 | 7.3 | |
| VC | Blue Investment Opportunities LLC | [2025-03-31] | 25.5 | 206.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.6 |
| (b) Individuals (high net worth individuals) | 29 | 258.9 |
| (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 | 29 | 259.4 |
| By Discretionary | ||
| Discretionary | 29 | 259.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 29 | 259.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 259.4 | |
| Total | 29 | 259.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Sanjan Dhody | 9 | ||
| Blue Investment Ventures LLC | 7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001856022] | |
| 13F-NT | [0001856022] |
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|---|---|---|
|
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IL | 0.3 |
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Innealta Capital LLC
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0.3 |