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Blue Investment Partners LLC
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CRD # | 298444 |
SEC # | 801-128241 |
CIK # | 0001958029, 0001557182 |
AUM | $259.7 MM (2024-03-11) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 925-388-6940 |
Address | 312 Railroad Avenue Danville, CA 94526 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
---|
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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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
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|
CA | 0.3 |
Carswell Investments LLC
✚
|
NY | 0.3 |
United Advisors America Corporation
✚
|
TX | 0.3 |
Scala Capital LLC
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|
FL | 0.3 |
The ETF Store Inc
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|
KS | 0.3 |
Mid-American Wealth Advisory Group Inc
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|
MO | 0.3 |
Madison Park Capital Advisors LLC
✚
|
WA | 0.3 |
Hunter Lewis LLC
✚
|
VA | 0.3 |
Resolute Wealth Strategies LLC
✚
|
MS | 0.3 |