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BLUE3 INVESTMENTS LLC

SAO PAULO, Brazil · CRD 334953 · IAPD ↗ · blue3investments.com · +55 11 4858-3040

$0Regulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

12
October 2026 — BLUE3 INVESTMENTS LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
20
October 2026 — BLUE3 INVESTMENTS LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
August 2025 — BLUE3 INVESTMENTS LLC (SAO PAULO, Brazil) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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