Asset ManagerRIA · CRD 148104SEC-Registered

Updated:

Blue Investment Management

Blue Investment Management's founding year and wealth origin are not publicly disclosed.

Blue Investment Management

Blue Investment Management's founding year and wealth origin are not publicly disclosed. The firm lists four office locations: Marshfield, Massachusetts (HQ), Bengaluru, India, Los Angeles, and Menlo Park, California. No named principals or founding figures appear in publicly available records. The firm's strategy is inferred from typical activity in its registered locations—real estate, private credit, infrastructure, and technology. The Bengaluru office indicates possible India-focused investments, while Menlo Park suggests exposure to Silicon Valley tech. No specific portfolio companies or deal examples are publicly verifiable. Team size and deployment figures are undisclosed. The firm operates in a competitive field of mid-market asset managers, but without mandatory SEC filings as a registered investment adviser, its scale remains opaque. No recent operational events are publicly recorded. A structural differentiator may be the firm's cross-office model spanning the US and India, which is unusual for a firm of its apparent size. This setup could enable proprietary deal sourcing in Indian real estate or tech, but confirmable details are absent from public sources.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Marshfield

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo