DEEP BLUE INVESTMENT ADVISORS

RIASEC RegisteredEst. 2001

Total AUM

$18.2B

Discretionary

$12.4B

68% of AUM

Avg account

$550M

Accounts

Employees

Advisory reps

Firm details

Headquarters: TAMPA, Florida
CRD number: 115344
Registered since: November 23, 2001
Custodians: U.S. BANK, N.A., REGIONS BANK, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, FIFTH THIRD SECURITIES, INC., BONY MELLON, AMERIS BANCORP, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pooled Investment Vehicles52.79%
State / Municipal Government47.21%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Deep Blue Investment Advisors is an SEC-registered advisory firm organized as an LLC and operating since 2001. The firm serves an institutional client base and is owned by an individual. Its advisory scope emphasizes portfolio management for pooled investment vehicles and for businesses or institutions, and the firm also provides educational seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Deep Blue does not position itself as a multi-state adviser, pension consultant, capital allocator, or an active ESG investor.