Bluevine Advisory LLC

RIASEC RegisteredEst. 2023

Total AUM

$8.9M

Discretionary

$8.9M

100% of AUM

Avg account

$30K

Accounts

298

Employees

Advisory reps

Firm details

Headquarters: Jersey City, New Jersey
CRD number: 326599
Registered since: May 30, 2023
Custodians: 1 PERSHING PLAZA
Fee structure: Percentage of AUM
Client types: Corporations / Businesses94.18%
Insurance Companies5.82%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bluevine Advisory LLC is a small SEC-registered investment adviser organized as an LLC that began SEC registration in 2023. Ownership is a mix of a domestic entity and an individual. The firm bills clients on a percentage-of-AUM basis and lists its clientele as institutional, while its reported advisory activities include portfolio management for individuals/small businesses and for businesses or institutions. Bluevine does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser.