Overview
Assets Under Management: $221 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 52
Average Client Assets: $4 million
Frequently Asked Questions
BLUE SPARK 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 #159025), BLUE SPARK CAPITAL ADVISORS LLC is subject to fiduciary duty under federal law.
BLUE SPARK CAPITAL ADVISORS LLC is headquartered in NEW YORK, NY.
BLUE SPARK CAPITAL ADVISORS LLC serves 52 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, BLUE SPARK CAPITAL ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
BLUE SPARK CAPITAL ADVISORS LLC manages $221 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, BLUE SPARK CAPITAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.83
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 315
Discretionary Accounts: 315
Regulatory Filings
CRD Number: 159025
Last Filing Date: 2025-02-26 00:00:00
Website: https://bluesparkfinancial.com