BLUELIST PARTNERS, LLC

Overview

Bluelist Partners, LLC is a small, fee-based registered investment adviser focused on portfolio management for individuals, families and small businesses. The firm is SEC-registered since 2019 and is owned by an individual principal. Its client base is primarily private clients rather than institutions, and its fee model combines a percentage of assets under management with the option for fixed-fee arrangements. Investment activity is concentrated in fixed-income instruments. The firm shows a distinct preference for state and local bonds, allocating the large majority of its managed capital to that area. Bluelist is not listed as an active ESG investor, it does not operate as a multi-state adviser, and it is not positioned as a pension consultant or a capital allocator. Advisory services are centered on discretionary portfolio management rather than broader institutional consulting.

Assets & Accounts

Investments & Alternatives

Location & Offices