Overview
Assets Under Management: $181 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Frequently Asked Questions
BLUE MARBLE INVESTMENTS 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 #141354), BLUE MARBLE INVESTMENTS is subject to fiduciary duty under federal law.
BLUE MARBLE INVESTMENTS is headquartered in SANTA BARBARA, CA.
BLUE MARBLE INVESTMENTS serves 57 high-net-worth clients according to their SEC filing dated November 12, 2025. View client details ↓
According to their SEC Form ADV, BLUE MARBLE INVESTMENTS offers portfolio management for individuals. View all service details ↓
BLUE MARBLE INVESTMENTS manages $181 million in client assets according to their SEC filing dated November 12, 2025.
According to their SEC Form ADV, BLUE MARBLE INVESTMENTS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 407
Discretionary Accounts: 407
Regulatory Filings
CRD Number: 141354
Filing ID: 2025164
Last Filing Date: 2025-11-12 20:59:41
Website: 0