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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Blue Jean Financial LLC
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|---|---|
| CRD # | 331138 |
| SEC # | 801-130313 |
| CIK # | |
| AUM | $94.7 M (2025-06-20) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 518-406-8488 |
| Address | 125 Wolf Road Albany, NY 12205 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 257 | 53.8 |
| (b) Individuals (high net worth individuals) | 27 | 40.8 |
| (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 | 0.1 |
| (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 | 612 | 94.7 |
| By Discretionary | ||
| Discretionary | 612 | 94.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 612 | 94.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 94.7 | |
| Total | 612 | 94.7 |
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|---|---|---|
|
Garrett Nagle & Co Inc
✚
|
MA | 0.1 |
|
LEEB Capital Management Inc
✚
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NY | 0.1 |
|
Granite Value Capital LLC
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NH | 0.1 |
|
Stranberg Capital LLC
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|
TX | 0.1 |
|
Titan Managers LLC
✚
|
AZ | 0.1 |
|
Cypress Capital Management US Limited
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|
0.1 | |
|
Joseph John Hasson Jr
✚
|
0.1 | |
|
Natwealth Management USA Inc
✚
|
0.1 | |
|
Wells Global Investment Advisers LLC
✚
|
FL | 0.1 |
|
Tweddell Goldberg LLC
✚
|
0.1 |