Blue Marble Investments, LLC
● SEC registered since 2021CRD 141354SEC# 801-120447Santa Barbara, CA
Reg. AUM
$205.1M
Employees
3
Accounts
411
Location
Santa Barbara, CA
Blue Marble Investments, LLC assets under management
Blue Marble Investments, LLC operates as an SEC-registered investment adviser based in Santa Barbara, CA. The firm has been registered since 2021. It reports $205.1 million in regulatory assets under management and employs 3 people.
Blue Marble Investments, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arturo Andres Tabuenca Control | Managing Member | Over 75% | 2006 |
| Linda Smith Shelby Control | Chief Compliance Officer/Chief Administrative Officer | 5-10% | 2017 |
| Robert Brown Shelby | Member | 5-10% | 2007 |
Frequently asked questions
How much does Blue Marble Investments, LLC manage?
Blue Marble Investments, LLC reports $205.1 million in regulatory assets under management on its Form ADV.
How many employees does Blue Marble Investments, LLC have?
Blue Marble Investments, LLC reports 3 employees.
Where is Blue Marble Investments, LLC located?
Blue Marble Investments, LLC is based in Santa Barbara, CA and has been SEC-registered since 2021.
Does Blue Marble Investments, LLC disclose fund performance?
Blue Marble Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1117 State St. #85, Santa Barbara, CA 93101 |
| Phone | 805-595-1820 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1847704 |
| Discloses disciplinary history | No |
Regulatory AUM
$205.1M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$205.1Mregulatory AUM
Discretionary $205.1M