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BLUE INVESTMENT PARTNERS LLC

DANVILLE, CA · CRD 298444 · IAPD ↗ · blueinvpartners.com · (925) 388-6940

$342.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2025 — BLUE INVESTMENT PARTNERS LLC (DANVILLE, CA) left the SEC roster (was $342.1M 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
45
April 2025 — BLUE INVESTMENT PARTNERS LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — BLUE INVESTMENT PARTNERS LLC reported RAUM up 32% ($259.7M -> $342.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — BLUE INVESTMENT PARTNERS LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — BLUE INVESTMENT PARTNERS LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2024 — BLUE INVESTMENT PARTNERS LLC now reports custody of client assets ($18.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
69
April 2024 — BLUE INVESTMENT PARTNERS LLC reported RAUM up 58% ($164.7M -> $259.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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