# Blue Investment Partners

Blue Investment Partners is a Bank / Wealth / Trust based in Dallas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Danville, United States
- **Founded:** 2018
- **Assets under management:** $5.4B
- **Website:** blueinvpartners.com
- **LinkedIn:** https://www.linkedin.com/company/blue-investment-partners-llc

## Regulatory record

- **CRD number:** 145318
- **SEC file number:** 801-136202
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145318

## About

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.

## 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.

## Related profiles

- [Blue InCube Ventures](https://altss.com/profile/blue-incube-ventures)
- [BlueIO](https://altss.com/profile/blueio)

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Last updated: 2026-07-08T21:30:07.320Z

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