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| Blue Jean Financial LLC
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| CRD # | 331138 |
| SEC # | 801-130313 |
| CIK # | 0002047089 |
| AUM | 133.3 M (2026-05-21) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 518-631-5471 |
| Address | 125 Wolf Road Albany, NY 12205 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002047089 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| GE Vernova Inc | 4.8 | ||
| GS Acquisition Holdings Corp | 4.2 | ||
| Amazon Com Inc | 3.8 | ||
| Applied Optoelectronics Inc | 3.7 | ||
| Tesla Motors Inc | 3.7 | ||
| Apple Inc | 3.7 | ||
| Nvidia Corp | 3.5 | ||
| Alphabet Inc | 3.5 | ||
| Sandisk Corp | 3.4 | ||
| Microsoft Corp | 3.4 | ||
| Facebook Inc | 3.1 | ||
| TTM Technologies Inc | 2.8 | ||
| Zeta Global Holdings Corp | 2.1 | ||
| Viking Holdings Ltd | 2.0 | ||
| Sitime Corp | 2.0 | ||
| Tutor Perini Corp | 1.9 | ||
| TKO Group Holdings Inc | 1.9 | ||
| Micron Technology Inc | 1.9 | ||
| Semtech Corp | 1.9 | ||
| Rocket Companies Inc | 1.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.8 | ||
| Cameco Corp | 1.8 | ||
| J P Morgan Chase & Co | 1.7 | ||
| Bloom Energy Corp | 1.7 | ||
| General Electric Co | 1.6 | ||
| Fortress Value Acquisition Corp | 1.6 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 80.9 |
| (b) Individuals (high net worth individuals) | 29 | 52.3 |
| (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 | 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 | 891 | 133.3 |
| By Discretionary | ||
| Discretionary | 891 | 133.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 891 | 133.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.3 | |
| Total | 891 | 133.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002047089] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lewis Financial LLC
✚
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CA | 133.9 M |
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Rechter Wealth Management LLC
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133.5 M | |
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SC | 133.3 M |
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Certified Financial Strategies Corporation
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Lifecapital Partners LLC
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NY | 133.2 M |
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Jacobs Equity
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Kanos Capital Management LLC
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TX | 133.2 M |
|
Family Financial Group
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LA | 133.0 M |
|
Safran Wealth Advisors LLC
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|
Truadvisors Financial LLC
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FL | 132.7 M |