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Blue Investment Management, LLC

● SEC registered since 2022CRD 318610SEC# 801-123591Miami Beach, FL
Export (members)
Ranks #4,409 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$341.4M
Fund GAV
$367.7M
Private funds
2
Employees
4
Accounts
24
Location
Miami Beach, FL

Blue Investment Management, LLC assets under management

Blue Investment Management, LLC operates as an SEC-registered investment adviser based in Miami Beach, FL. The firm has been registered since 2022. It reports $341.4 million in regulatory assets under management and employs 4 people. Blue Investment Management, LLC manages 2 private funds with combined gross assets of $367.7 million, including Blue Investment Opportunities, LLC. By regulatory assets, it ranks 4,409 of 6,004 private fund managers.

Blue Investment Management, LLC private funds

2 funds · $367.7M GAV
FundTypeGross assetsMin.
Blue Investment Opportunities, LLCVenture Capital$360.4M$250K
Bip II Path, LLCVenture Capital$7.3M$250K

Blue Investment Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Blue Investment Partners, LLC ControlManaging MemberOver 75%2022
Cheryl Beth Fineman ControlChief Administrative OfficerUnder 5%2022
Ileana Maria Cohn ControlChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Blue Investment Management, LLC manage?

Blue Investment Management, LLC reports $341.4 million in regulatory assets under management on its Form ADV.

How many private funds does Blue Investment Management, LLC manage?

Blue Investment Management, LLC manages 2 private funds with combined gross assets of $367.7 million.

How many employees does Blue Investment Management, LLC have?

Blue Investment Management, LLC reports 4 employees.

Where is Blue Investment Management, LLC located?

Blue Investment Management, LLC is based in Miami Beach, FL and has been SEC-registered since 2022.

Does Blue Investment Management, LLC disclose fund performance?

Blue Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2340 Collins Avenue, Suite 604, Miami Beach, FL 33139
Phone(305) 433-4250
Office hours8:30a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$341.4M▲ 32%
Mar '25 — $259.4MApr '25 — $259.4MMay '25 — $259.4MJun '25 — $259.4MJul '25 — $259.4MAug '25 — $259.4MSep '25 — $259.4MOct '25 — $259.4MNov '25 — $259.4MDec '25 — $259.4MJan '26 — $259.4MFeb '26 — $259.4MMar '26 — $341.4MApr '26 — $341.4MMay '26 — $341.4MJun '26 — $341.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
AUM vs fund managersTop 73%
Larger than 27% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$341.4Mregulatory AUM
Discretionary $341.4M

Service providers