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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Blue Investment Partners LLC
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| CRD # | 298444 |
| SEC # | 801-128241 |
| CIK # | 0001557182, 0001958029 |
| AUM | $342.1 M (2025-04-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 925-388-6940 |
| Address | 312 Railroad Avenue Danville, CA 94526 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 39.7 | ||
| Amazon Com Inc | 24.2 | ||
| Nvidia Corp | 13.9 | ||
| Facebook Inc | 13.4 | ||
| Bank of America Corp /DE/ | 9.5 | ||
| Microsoft Corp | 6.9 | ||
| iShares Comex Gold Trust | 5.4 | ||
| Grayscale Bitcoin Trust BTC | 2.0 | ||
| iShares Bitcoin Trust | 1.9 | ||
| Alphabet Inc | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 3.3 |
| (b) Individuals (high net worth individuals) | 74 | 337.3 |
| (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 | 1.6 |
| (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 | 162 | 342.1 |
| By Discretionary | ||
| Discretionary | 162 | 342.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 162 | 342.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 342.0 | |
| Total | 162 | 342.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001557182] | |
| 13F-HR | [0001958029] |
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Burns Matteson Capital Management LLC
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