Blue Room Investment Advisors
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 320891
- Website
- www.blueroominvesting.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.95%
- Pooled Investment Vehicles38.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Blue Room Investment Advisors is organized as an LLC and operates as an investment manager with a hedge-fund orientation that serves institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for both individual/small business clients and pooled investment vehicles. It also serves as sponsor, general partner and managing member of pooled vehicles it manages, indicating active involvement on both the advisory and operational sides of its private funds. Blue Room identifies equities as its primary preference and does not position itself as an ESG-focused manager. The firm is individually owned and is not structured as a multi-state adviser or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Minyoung Sohn
FounderCRD 3107049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 490 S Santa Fe Dr
- Time zone
- MT (UTC-7)
- Office locations
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