BLUE INVESTMENT MANAGEMENT LLC
CRD #139978 SEC #801-66792 WASHINTON, DC 202-265-1320
SEC Registered
Total AUM
$10.7M
Discretionary
$10.7M
Employees
5
Clients
--
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2008
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KALIR, EREZ, CHARNES | I | MEMBER | NA | |
| OWEN, DOUGLAS, RIDGELY | I | CHIEF EXECUTIVE OFFICER, MEMBER, MANAGER, CHIEF COMPLIANCE OFFICER | NA | |
| ADAMSON, DANIEL, JEFFREY | I | PORTFOLIO MANAGER | C | Control |
| CORNWALL EQUITIES LLC | DE | MEMBER | C | Control |
| ADAMSON, DANIEL, JEFFREY | I | PORTFOLIO MANAGER | B | |
| ANDREW, JOSEPH, JERALD | I | MEMBER | B | |
| ANDREW, JOSEPH, JERALD | I | MEMBER | B | |
| OWEN, DOUGLAS, RIDGELY | I | CHIEF EXECUTIVE OFFICER, MEMBER, MANAGER, CHIEF COMPLIANCE OFFICER | B | Control |
| KALIR, EREZ, CHARNES | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEDLEY, CHARLES, H. | I | CORNWALL EQUITIES LLC | F | Control |
| MAI FAMILY 1992 TRUST | DE | CORNWALL EQUITIES LLC | F | Control |
| MAI, ANNE | I | MAI FAMILY 1992 TRUST | F | |
| MAI, JAMES, A | I | CORNWALL EQUITIES LLC | F | Control |
Registrations
Federal
IA
Mar 26, 2008 REGISTERED
Notice Filings (2)
DC NY
Address
888 16TH STREET NWSUITE 800
WASHINTON, DC 20006
USA
Phone: 202-265-1320