BLUM CAPITAL MANAGEMENT, LLC

Overview

Blum Capital Management, LLC is an independent, owner-operated RIA that serves both individuals and families as well as institutional clients. The firm offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee arrangements, which suggests the firm tailors engagement terms by client need and project scope. Investment activity centers on managed discretionary portfolios (the vast majority of AUM is discretionary) with a preference for pooled public vehicles for core exposures. The firm appears to rely on third-party managers when allocating to alternatives, specifically real estate, while using mutual funds as the primary building blocks for client portfolios. This indicates a manager-of-managers approach for non-public strategies and a fund-driven approach for public market exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices