Blue Marble Investments LLC

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Assets, Funds, Holdings

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Blue Marble Investments LLC
CRD #141354
SEC #801-120447
CIK #0001847704
AUM 205.1 M (2026-05-07)
Employees 3 (100% Investors, 67% Brokers)
Phone805-595-1820
Address1117 State St 85
Santa Barbara, CA 93101
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
2502001501005002006201320202027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 188 50.1
(b) Individuals (high net worth individuals) 50 136.1
(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 4 17.7
(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 1 1.2
(n) Other 0 0.0
Total 411 205.1
By Discretionary
Discretionary 411 205.1
Non-Discretionary 0 0.0
Total 411 205.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 205.1
Total 411 205.1
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail, Research
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