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| Blue Jay Financial Group LLC
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|---|---|
| CRD # | 296467 |
| SEC # | 801-134428 |
| CIK # | 0002063772 |
| AUM | 113.5 M (2026-06-02) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 419-785-4525 |
| Address | 509 Fourth Street Defiance, OH 43512 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 70.2 |
| (b) Individuals (high net worth individuals) | 23 | 42.2 |
| (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 | 20 | 1.0 |
| (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 | 676 | 113.5 |
| By Discretionary | ||
| Discretionary | 670 | 112.6 |
| Non-Discretionary | 6 | 0.8 |
| Total | 676 | 113.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.5 | |
| Total | 676 | 113.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0002063772] | |
| SC 13D | [0002063772] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Blue Jay Investment LLC | Quartzsea Acquisition Corp | [2025-04-03] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Quartzsea Acquisition Corp | |
| Blue Jay Investment LLC |
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|---|---|---|
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