Blue Investment Partners LLC
CRD 298444SEC# 801-128241Danville, CA
No longer SEC-registered. Blue Investment Partners LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$342.1M
Employees
2
Accounts
162
Location
Danville, CA
Blue Investment Partners LLC assets under management
Blue Investment Partners LLC is an SEC-registered investment adviser based in Danville, CA. It reports $342.1 million in regulatory assets under management and employs 2 people.
Blue Investment Partners LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett David Hoover Control | Managing Partner & Member | 50-75% | 2019 |
| Matthew Brooks Dublin Control | Managing Partner, Chief Compliance Officer, & Member | 25-50% | 2018 |
Frequently asked questions
How much does Blue Investment Partners LLC manage?
Blue Investment Partners LLC reports $342.1 million in regulatory assets under management on its Form ADV.
How many employees does Blue Investment Partners LLC have?
Blue Investment Partners LLC reports 2 employees.
Where is Blue Investment Partners LLC located?
Blue Investment Partners LLC is based in Danville, CA.
Does Blue Investment Partners LLC disclose fund performance?
Blue Investment Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 312 Railroad Avenue, Suite 201, Danville, CA 94526 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
Regulatory AUM
$342.1MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$342.1Mregulatory AUM
Discretionary $342.1M