BLU Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Blu Capital serves a mix of institutional and individual clients, including institutional investors, foundations, endowments, pension and profit‑sharing plans, private pooled vehicles, and individuals and small businesses. The firm offers portfolio management for pooled vehicles and institutions, financial planning, pension consulting, and the selection and monitoring of third‑party advisers and private fund managers.
Blu Capital’s investment process combines fundamental research, quantitative modeling, factor‑based strategies, and impact/ESG screening, and it integrates financial modeling and scenario analysis into planning engagements. The firm discloses a range of engagement models — including asset‑based, fixed‑fee, hourly, and, for qualified clients, performance‑based arrangements — and also states it may offer subscription access to its written publications.
Noteworthy for an investment manager, Blu Capital publishes periodicals and may provide subscription access, and it conducts educational seminars and workshops on topics such as sustainable investing, private markets, and portfolio construction. As disclosed in its initial brochure, the firm is newly founded and does not yet manage client assets, while positioning itself to advise pension plans and to work with a broad set of institutional counterparties.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Private / alternative investments
Factor investing / smart beta
Charitable giving & philanthropy
General estate planning guidance
Fee options
$0 - $1,000,000: 1.50% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
$250 to $500 per hour depending on complexity.
Performance fees for qualified clients, structured as a percentage of profits above a benchmark or hurdle rate.
Subscription fees for educational newsletters or periodicals, rates disclosed at time of subscription.
Fee-only: Fixed fees ranging from $5,000 to $25,000 for annual retainers; $10,000 to $50,000 for project-based engagements.
Main office location
BLU Capital
Washington DC, United States
Number of offices
1
Most active in
BLU Capital has reported serving >5 clients in these states in the last 12 months.
District of Columbia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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