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SAPPHIRE BLUE INVESTMENT PARTNERS

FENTON, MI · CRD 291609 · IAPD ↗ · 810-714-9456

$200.0MRegulatory AUM
2Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2026 — SAPPHIRE BLUE INVESTMENT PARTNERS (FENTON, MI) left the SEC roster (was $200.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
February 2026 — SAPPHIRE BLUE INVESTMENT PARTNERS notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — SAPPHIRE BLUE INVESTMENT PARTNERS notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2025 — SAPPHIRE BLUE INVESTMENT PARTNERS now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
April 2024 — SAPPHIRE BLUE INVESTMENT PARTNERS notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.