Overview
Assets Under Management: $200 million
Headquarters: FENTON, MI
High-Net-Worth Clients: 68
Average Client Assets: $1.7 million
Frequently Asked Questions
SAPPHIRE BLUE INVESTMENT PARTNERS 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 #291609), SAPPHIRE BLUE INVESTMENT PARTNERS is subject to fiduciary duty under federal law.
SAPPHIRE BLUE INVESTMENT PARTNERS is headquartered in FENTON, MI.
SAPPHIRE BLUE INVESTMENT PARTNERS serves 68 high-net-worth clients according to their SEC filing dated April 13, 2026. View client details ↓
According to their SEC Form ADV, SAPPHIRE BLUE INVESTMENT PARTNERS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SAPPHIRE BLUE INVESTMENT PARTNERS manages $200 million in client assets according to their SEC filing dated April 13, 2026.
According to their SEC Form ADV, SAPPHIRE BLUE INVESTMENT PARTNERS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.17%
Average Client Assets: $1.7 million
Total Client Accounts: 1,025
Discretionary Accounts: 1,025
Regulatory Filings
CRD Number: 291609
Filing ID: 2092485
Last Filing Date: 2026-04-13 12:13:02