Overview
Assets Under Management: $124 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 6
Average Client Assets: $20.7 million
Frequently Asked Questions
BLUE CAPITAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290087), BLUE CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
BLUE CAPITAL ADVISORS LLC is headquartered in MIAMI, FL.
BLUE CAPITAL ADVISORS LLC serves 6 high-net-worth clients according to their SEC filing dated November 30, 2018. View client details ↓
According to their SEC Form ADV, BLUE CAPITAL ADVISORS LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BLUE CAPITAL ADVISORS LLC manages $124 million in client assets according to their SEC filing dated November 30, 2018.
According to their SEC Form ADV, BLUE CAPITAL ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $20.7 million
Total Client Accounts: 20
Discretionary Accounts: 20
Regulatory Filings
CRD Number: 290087
Filing ID: 1255375
Last Filing Date: 2018-11-30 18:02:00