|
⚲
|
| Keyboard |
| Bluelist Partners LLC
✚
|
|
|---|---|
| CRD # | 304568 |
| SEC # | 801-117032 |
| CIK # | |
| AUM | 134.3 M (2026-03-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 703-407-1834 |
| Address | 300 Ellicott Street Occoquan, VA 22125 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 5.1 |
| (b) Individuals (high net worth individuals) | 75 | 129.1 |
| (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 | 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 | 84 | 134.3 |
| By Discretionary | ||
| Discretionary | 84 | 134.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 84 | 134.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.3 | |
| Total | 84 | 134.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
RW Baker Wealth Management Group LLC
✚
|
WY | 134.9 M |
|
SEAL Cove Capital LLC
✚
|
134.9 M | |
|
PUFF Wealth Management LLC
✚
|
NJ | 134.8 M |
|
Calder Financial LLC
✚
|
134.8 M | |
|
Clarion Advisors Inc
✚
|
CA | 134.4 M |
|
Longbow Asset Management
✚
|
OK | 134.4 M |
|
Heximer Investment Management Inc
✚
|
134.1 M | |
|
Sound Financial Management Inc
✚
|
NC | 134.1 M |
|
Blue Star Wealth Management LLC
✚
|
FL | 134.0 M |
|
Lewis Financial LLC
✚
|
CA | 133.9 M |