# Blue Slate Investment Management

Blue Slate Investment Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/blue-slate-wealth-management

## Regulatory record

- **CRD number:** 332847
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332847

## About

BLUE SLATE INVESTMENT MANAGEMENT is a state-registered investment adviser in BURLINGTON, VT. The firm manages $14 million in assets, $13 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Blue Slate Investment Management?

No named principals or investment decision-makers have been publicly identified for Blue Slate Investment Management. The firm does not disclose leadership or team structure in any available public records.

### How does Blue Slate Investment Management source proprietary deal flow?

Blue Slate's sourcing approach is not publicly documented. Without a known website or disclosed network, it is unclear whether the firm relies on direct origination, intermediaries, or co-investment relationships.

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

Blue Slate's investment modality is unknown. No public records describe fund commitments, direct investments, co-investments, or any specific transaction type.

### Which sectors does Blue Slate Investment Management explicitly avoid?

The firm has not publicly stated any exclusionary sector criteria. No negative or positive sector preferences are documented in available sources.

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- [IMPACT ADVISING](https://altss.com/profile/impact-advising)
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Last updated: 2026-07-06T01:24:12.630Z

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