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| Happy Holidays!! thanks for using AUM13F!! |
| Blue Marble Investments LLC
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| CRD # | 141354 |
| SEC # | 801-120447 |
| CIK # | 0001847704 |
| AUM | $181.4 M (2025-03-20) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Phone | 805-595-1820 |
| Address | 1117 State St 85 Santa Barbara, CA 93101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 34.4 |
| (b) Individuals (high net worth individuals) | 57 | 124.5 |
| (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 | 3 | 22.1 |
| (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 | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 407 | 181.4 |
| By Discretionary | ||
| Discretionary | 407 | 181.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 407 | 181.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.4 | |
| Total | 407 | 181.4 |
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|---|---|---|
|
Coastwise Capital Group LLC
✚
|
CA | 0.2 |
|
Locker Financial Services LLC
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|
NJ | 0.2 |
|
Pacific Financial Strategies Inc
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CA | 0.2 |
|
WH CornerStone Investments Inc
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MA | 0.2 |
|
Enspyre Wealth Advisors Inc
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MN | 0.2 |
|
RMDR Advisors Inc
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|
0.2 | |
|
Donalies Financial Planning LLC
✚
|
0.2 | |
|
Macroclimate LLC
✚
|
0.2 | |
|
Schmidt Jacob Aaron
✚
|
IN | 0.2 |
|
Chartist Inc
✚
|
CA | 0.2 |