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Blue Trust
Blue Trust is a multi-family office headquartered in Alpharetta. The firm provides advisory and investment management services to affluent families.
Blue Trust
Blue Trust is a multi-family office headquartered in Alpharetta. The firm provides advisory and investment management services to affluent families. It supports wealth preservation, succession planning, philanthropic initiatives, generational transitions, and long-term financial objectives through asset management, estate planning, and family governance.
General information
Firm type
Multi Family Office
Year founded
1979
Location
Region
North America
Country
United States
City
Chicago
Corporate office
1125 Sanctuary Parkway Suite 500, Alpharetta, GA, United States
Principals
Ronald Blue
Founder
Nick Stonestreet
Chairman of the Board
Brian McClard
Chief Investment Officer
Casey Crawford
Majority Owner
Sector focus
Frequently asked questions
Who runs investment decisions at Blue Trust?
Brian McClard serves as Chief Investment Officer. Nick Stonestreet acts as Chairman of the Board. The investment committee applies the Principles-Based Investing framework across all mandates.
How does Blue Trust source proprietary deal flow?
The firm uses its ownership of Eastway Capital Partners and strategic partnerships such as Sovereign's Capital. It also participates in the Faith Driven Investor network for co-investment opportunities.
Does Blue Trust participate in fund commitments or only direct deals?
Blue Trust makes both fund commitments and direct investments. It holds positions through iCapital and maintains 100 percent ownership of Eastway Capital Partners for internal private equity management.
What investment stages does Blue Trust typically target?
The firm targets Buyout, Growth, Venture Seed through Series G, and Mature stages. It avoids Pre-Seed investments.
Which sectors does Blue Trust explicitly avoid?
Confirmed exclusions include Cannabis & Psychedelics, Gambling, Tobacco and Alcohol. The firm also screens against Distressed & Turnaround and Activist strategies.
Where does the underlying wealth come from?
Blue Trust operates as a multi-family office serving multiple client families. No single wealth creator is disclosed as the sole source of capital.
Does Blue Trust maintain philanthropic structures, and how are they separated?
Blue Trust runs BlueGive, a digital donor-advised fund platform, and sponsors GiveClear Foundation. These vehicles operate separately from investment management activities and focus on faith-based grantmaking.
Profile maintained by Altss 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.
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