Blue Investment Partners LLC

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Assets, Funds, Holdings

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Blue Investment Partners LLC
CRD #298444
SEC #801-128241
CIK #0001958029, 0001557182
AUM $259.7 MM (2024-03-11)
Employees 2 (100% Investors, 0% Brokers)
Phone925-388-6940
Address312 Railroad Avenue
Danville, CA 94526
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3002401801206002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 40.3
AMZN 1,092,997.8 19.3
NVDA 399,550.0 9.0
BAC 278,315.2 8.0
GOOGL 1,475,138.5 7.6
MSFT 1,918,222.4 6.0
META 434,852.0 3.8
IAU 3.4
CPNG 22,382.9 2.2
ENVX 1,522.8 1.7
View All
Holdings by Sector ($MM)
2502001501005002021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 1.6
(b) Individuals (high net worth individuals) 61 255.8
(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 2.3
(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 128 259.7
By Discretionary
Discretionary 128 259.7
Non-Discretionary 0 0.0
Total 128 259.7
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 259.6
Total 128 259.7
EDGAR Form CIK 2011 - 2024
D [0001557182]
13F-HR [0001958029]
Comparable Firms State AUM ($BB)
Calder Investment Advisors
MI 0.3
Elyxium Wealth LLC
CA 0.3
Carswell Investments LLC
NY 0.3
United Advisors America Corporation
TX 0.3
Scala Capital LLC
FL 0.3
The ETF Store Inc
KS 0.3
Mid-American Wealth Advisory Group Inc
MO 0.3
Madison Park Capital Advisors LLC
WA 0.3
Hunter Lewis LLC
VA 0.3
Resolute Wealth Strategies LLC
MS 0.3
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