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Blue Investment Partners
Blue Investment Partners was established in 2018. It functions as a California-based wealth manager. The firm offers investment advisory services that include...
Overview
Blue Investment Partners was established in 2018. It functions as a California-based wealth manager. The firm offers investment advisory services that include financial planning, investment management, and tax planning. These services reach individuals, high-net-worth individuals, and institutional clients across the United States. No additional offices or team size data are available. No dated operational events from the last 24 months appear in source material. The firm maintains a standard wealth-management structure without disclosed hybrid vehicles or succession details.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
$5.4B
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Danville, United States
Frequently asked questions
Who runs investment decisions at Blue Investment Partners?
No named principals or investment committee members are disclosed in available sources.
Does Blue Investment Partners participate in fund commitments or only direct deals?
Available sources describe only advisory services without reference to fund commitments or direct deal activity.
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