Single Family OfficeRIA · CRD 164642SEC-Registered

Updated:

Blueline Advisors

BLUELINE ADVISORS is an SEC-registered investment adviser in EXETER, NH, registered since 2015. The firm manages $247 million in assets, with $139 million on a...

Blueline Advisors

BLUELINE ADVISORS is an SEC-registered investment adviser in EXETER, NH, registered since 2015. The firm manages $247 million in assets, with $139 million on a discretionary basis. It has 3 employees and 3 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Exeter

Corporate office

New York, NY, United States

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

Who runs investment decisions at Blueline Advisors?

The identity of Blueline Advisors' chief investment officer or managing principal is not publicly disclosed. No named principals appear on any public database, firm website, or social media profile. The firm has not published an investment committee structure or stated how decisions are governed.

How does Blueline Advisors source proprietary deal flow?

Blueline Advisors does not publicly describe its deal sourcing model. As a single family office with no public website or marketing materials, it likely relies on a network of existing relationships with investment banks, private equity firms, and other family offices. No proprietary sourcing methodology has been revealed publicly.

Is Blueline Advisors structured as a single family office or does it operate like a venture firm?

Public information classifies Blueline Advisors as a single family office. There is no evidence of external limited partners, fund vehicles, or a multi-family office structure. The firm operates without a public investment thesis document or fund-raising activity.

Does Blueline Advisors participate in fund commitments or only direct deals?

The firm's investment strategy includes both direct investments and co-investments alongside external managers. It has not disclosed the proportion between fund commitments and direct deals. No specific fund commitments or direct investments have been publicly reported.

What investment stages does Blueline Advisors typically target?

Blueline Advisors focuses on private credit, real estate, and infrastructure investments, which typically involve longer holding periods and income-oriented strategies. No specific stage or vintage target has been published.

Which sectors does Blueline Advisors explicitly avoid?

The firm has not publicly disclosed any sector exclusions. Its stated focus on private credit, real estate, and infrastructure suggests it does not target early-stage venture capital, public equities, or hedge fund allocations, but no formal avoidance list is available.

Where does the underlying wealth come from?

The origin of the wealth managed by Blueline Advisors is not publicly disclosed. No family name, business background, or industry affiliation has been attributed to the firm.

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