BLAUVELT CAPITAL ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHEVY CHASE, Maryland
CRD number
163466
Registered since
July 20, 2012

Firm profile

FINTRX

Overview

Blauvelt Capital Advisors LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2012. The firm operates as an adviser and sponsor, acting in roles such as general partner and managing member of pooled investment vehicles. It is structured as a domestic entity with individual ownership and is classified as “Unclassified” in the source data. Blauvelt does not identify as a capital allocator, is not flagged as an active ESG investor, and does not report multi-state adviser status.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • MICHALIS STAVRINIDES

    PartnerCRD 6463737

  • RODRIGO CRUZ

    Managing PartnerCRD 6026306

  • EDUARDO FERNANDEZ

    MemberCRD 5809211

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHEVY CHASE, MD

MONTGOMERY

Location

CHEVY CHASE, MD

Headquartered in CHEVY CHASE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
5800 Highland Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth