Asset ManagerRIA · CRD 148104SEC-Registered

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Blue Investment Management

Blue Investment Management is an SEC-registered investment adviser in Baltimore, MD. The firm manages $79 million in assets, with $58 million on discretionary...

Blue Investment Management

Blue Investment Management is an SEC-registered investment adviser in Baltimore, MD. The firm manages $79 million in assets, with $58 million on discretionary basis. It has one employee and one investment adviser.

General information

Firm type

Asset Manager

Year founded

2021

Location

Region

North America

Country

United States

City

Baltimore

Corporate office

Marshfield, MA, United States

Additional offices

Bengaluru, India · Los Angeles, CA, United States · Menlo Park, CA, United States

Sector focus

Real EstatePrivate CreditInfrastructureTechnology

Frequently asked questions

Who runs investment decisions at Blue Investment Management?

No named principals or investment committee members are publicly disclosed for the firm. Public records, including SEC filings and corporate registrations, do not list specific individuals in decision-making roles.

How does Blue Investment Management source proprietary deal flow?

The firm's deal sourcing strategy is not publicly documented. Its office locations—Marshfield, Bengaluru, Los Angeles, and Menlo Park—may provide a network for sourcing, but no specifics are verifiable.

Is Blue Investment Management structured as a single family office or does it operate more like a venture firm?

The firm's structure is unclear from public sources. It appears to operate as an asset manager rather than a family office, but there is no confirmation of its legal form or ownership.

Does Blue Investment Management participate in fund commitments or only direct deals?

There is no public information on whether the firm invests through funds or directly. Its focus on private credit and real estate may involve both, but no evidence supports a specific approach.

What investment stages does Blue Investment Management typically target?

The firm's target stage is not disclosed. Its sector tags of real estate, private credit, and infrastructure suggest a preference for later-stage or income-generating assets rather than early-stage venture.

Which sectors does Blue Investment Management explicitly avoid?

No publicly available materials from the firm specify sectors they avoid. Their disclosed focus areas are real estate, private credit, infrastructure, and technology—other sectors are not addressed.

Where does the underlying wealth come from at Blue Investment Management?

The origin of capital or wealth behind Blue Investment Management is not disclosed. The firm does not present itself as a family office or name any underlying family.

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