Bluelist Partners LLC

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Assets, Funds, Holdings

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Bluelist Partners LLC
CRD #304568
SEC #801-117032
CIK #
AUM $123.8 M (2025-03-24)
Employees 1 (100% Investors, 0% Brokers)
Phone703-407-1834
Address300 Ellicott Street
Occoquan, VA 22125
Source [IAPD] [Website]
Total AUM ($M)
14011284562802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 12 3.6
(b) Individuals (high net worth individuals) 71 120.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 83 123.8
By Discretionary
Discretionary 83 123.8
Non-Discretionary 0 0.0
Total 83 123.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 123.8
Total 83 123.8
Comparable Firms State AUM ($B)
American Investment Advisors Inc
WI 0.1
Littlefield Asset Management Inc
0.1
Heritage Wealth Management Group Ltd
VA 0.1
Clear Sky Financial LP
TX 0.1
Sound Portfolio Advisors LLC
CT 0.1
Unify Financial LLC
FL 0.1
TC Financial Management Co Inc
NJ 0.1
RK Asset Management LLC
0.1
ARTA Finance Wealth Management LLC
CA 0.1
Cypress Advisory Group LLC
AZ 0.1
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