Blum Financial, LP
● SEC registered since 2009CRD 149134SEC# 801-69852Richardson, TX
Reg. AUM
$208.6M
Employees
6
Accounts
781
Location
Richardson, TX
Blum Financial, LP assets under management
Blum Financial, LP operates as an SEC-registered investment adviser based in Richardson, TX. The firm has been registered since 2009. It reports $208.6 million in regulatory assets under management and employs 6 people.
Blum Financial, LP owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blum Management Group, Inc. | General Partner | Under 5% | 2006 |
| Jenifer S Blum | Chief Compliance Officer | Under 5% | 2013 |
| Stephen Jacob Blum Control | Limited Partner | Over 75% | 2006 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Blum Financial, LP manage?
Blum Financial, LP reports $208.6 million in regulatory assets under management on its Form ADV.
How many employees does Blum Financial, LP have?
Blum Financial, LP reports 6 employees.
Where is Blum Financial, LP located?
Blum Financial, LP is based in Richardson, TX and has been SEC-registered since 2009.
Does Blum Financial, LP disclose fund performance?
Blum Financial, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2929 North Central Expressway, Suite 200, Richardson, TX 75080 |
| Phone | 214-727-6000 |
| Fax | 866-913-8315 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$208.6M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$208.6Mregulatory AUM
Discretionary $182.9MNon-discretionary $25.7M