Sapphire Blue Investment Partners

RIASEC RegisteredEst. 2019

Total AUM

$200M

Discretionary

$200M

100% of AUM

Avg account

$195K

Accounts

1,025

Employees

Advisory reps

Firm details

Headquarters: Fenton, Michigan
CRD number: 291609
Registered since: July 8, 2019
Website: www.sblueip.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI59.17%
Individuals34.49%
Pension & Profit Sharing Plans5.89%
Corporations / Businesses0.38%
Charitable Organizations0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sapphire Blue Investment Partners is an independent registered investment adviser that began SEC registration in 2019 and is owned by an individual. The firm acts as a capital allocator, meaning it builds client portfolios using both in-house decisions and third-party managers. Its client base spans individual and family clients as well as institutional clients. Fee arrangements include a percentage-of-AUM component alongside fixed-fee engagements. Advisory services listed on the ADV emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients, plus the selection of other advisers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or as a pension consultant.