MB BLUE GP LLC

Overview

MB Blue Gp LLC operates as a small, independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small institutions. The firm acts as a capital allocator — using third-party managers and model solutions alongside its own recommendations — and provides selection-of-other-advisers services, which suggests it sources external managers for specialized sleeves of client portfolios. Investment activity tilts toward liquid, exchange-traded exposures while maintaining a measurable allocation to fixed-income instruments. Given the firm’s emphasis on financial planning and non-discretionary assets, its day-to-day work appears centered on advice and client-directed implementation rather than large-scale discretionary portfolio overlays.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices