Blue Jean Financial LLC
● SEC registered since 2024CRD 331138SEC# 801-130313Albany, NY
Reg. AUM
$133.3M
Employees
14
Accounts
891
Location
Albany, NY
Blue Jean Financial LLC assets under management
Blue Jean Financial LLC operates as an SEC-registered investment adviser based in Albany, NY. The firm has been registered since 2024. It reports $133.3 million in regulatory assets under management and employs 14 people.
Blue Jean Financial LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blue Jean Group, LLC Control | Managing Member | Over 75% | 2024 |
| Bryan E McWayne Control | Partner | Under 5% | 2024 |
| Francis James Deno Control | Partner And Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Blue Jean Financial LLC manage?
Blue Jean Financial LLC reports $133.3 million in regulatory assets under management on its Form ADV.
How many employees does Blue Jean Financial LLC have?
Blue Jean Financial LLC reports 14 employees.
Where is Blue Jean Financial LLC located?
Blue Jean Financial LLC is based in Albany, NY and has been SEC-registered since 2024.
Does Blue Jean Financial LLC disclose fund performance?
Blue Jean Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 125 Wolf Road, Suite 509, Albany, NY 12205 |
| Phone | 518-631-5471 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$133.3M▲ 41%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$133.3Mregulatory AUM
Discretionary $133.3M