Overview
Assets Under Management: $111 million
Headquarters: OCCOQUAN, VA
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Frequently Asked Questions
BLUELIST PARTNERS, 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 #304568), BLUELIST PARTNERS, LLC is subject to fiduciary duty under federal law.
BLUELIST PARTNERS, LLC is headquartered in OCCOQUAN, VA.
BLUELIST PARTNERS, LLC serves 71 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, BLUELIST PARTNERS, LLC offers portfolio management for individuals. View all service details ↓
BLUELIST PARTNERS, LLC manages $111 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, BLUELIST PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.12
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 82
Discretionary Accounts: 82
Regulatory Filings
CRD Number: 304568
Last Filing Date: 2024-03-28 00:00:00
Website: https://bluelistpartners.com