SAPPHIRE BLUE INVESTMENT PARTNERS
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
FINTRXOverview
Sapphire Blue Investment Partners is an independent, SEC-registered RIA organized as a corporation and operating under individual ownership. The firm provides financial planning and portfolio management for individuals, small businesses, and institutions, and also acts as a capital allocator by selecting outside managers. Its fees combine a percentage-of-AUM schedule with fixed-fee engagements. Sapphire Blue does not identify as an active ESG investor and concentrates its advisory work through a single-office structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities24%
- Non-Exchange Traded Equities20%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1TRACY HENSLER
Chief Operations OfficerCRD 6059454
Contacts
2 of 2Angela Thompson
Director of Client ServicesCRD 8239282
DANIEL DRAPER
Senior Vice PresidentCRD 4340989
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FENTON, MI
GENESEE
Location
FENTON, MI
Headquartered in FENTON, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- GENESEE
- Address
- 12272 N Fenton Rd
- Time zone
- ET (UTC-5)
- Office locations
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