BLUE ROOM INVESTMENT ADVISORS

Overview

Blue Room Investment Advisors is an equity-focused, institutionally oriented adviser that also operates as a manager of pooled vehicles. The firm runs actively managed portfolios with a clear tilt toward exchange-traded equities and discretionary portfolio management. It provides portfolio management for both individuals/small businesses and pooled investment vehicles, and it functions as a sponsor, general partner and managing member of its private pooled vehicle(s). Blue Room is not positioned as a multi-state or pension consultant adviser and does not identify as an ESG investor. Fee arrangements are based on a percentage of assets under management. Client composition is primarily institutional, and the firm reports an owner-type of an individual principal. While Blue Room does not present itself as a broad capital allocator, it does directly advise and manage at least one hedge fund product and sponsors private pools that incorporate outside investors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices