Bluevine Advisory LLC

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Assets, Funds, Holdings

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Bluevine Advisory LLC
CRD #326599
SEC #801-128028
CIK #
AUM $2.3 M (2025-04-21)
Employees 5 (20% Investors, 0% Brokers)
Phone800-216-9619
Address30 Montgomery Street
Jersey City, NJ 07302
Source [IAPD] [Website]
Total AUM ($M)
3.02.41.81.20.60.02011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 54 2.3
(n) Other 0 0.0
Total 54 2.3
By Discretionary
Discretionary 54 2.3
Non-Discretionary 0 0.0
Total 54 2.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.3
Total 54 2.3
Comparable Firms State AUM ($B)
Paladin Capital LLC
MN 0.0
Mariner Wealth Advisors-Pr LLC
KS 0.0
Marstone LLC
RI 0.0
Nytrx LLC
0.0
Bryan Advisory Services LLC
PA 0.0
Palm Springs Advisory LLC
0.0
Stone Wall Financial Group LLC
TX 0.0
Colomb Investment Management Company LLC
LA 0.0
Selective Capital SRL
0.0
Praestantia Capital LLC
TX 0.0
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