Blue Investment Partners is an investment advisor in Danville with $164.74 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
831434804
SEC advisor number
801-128241
FINRA CRD number
298444
AUM ?
$259.66 mm
(as of 11 Mar 24)
Accounts
128
(as of 11 Mar 24)
Employees
2
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23