BLUE MARBLE INVESTMENTS, LLC
Legal name: BLUE MARBLE INVESTMENTS
CRD #141354 SEC #801-120447 SANTA BARBARA, CA 805-595-1820
SEC Registered
Total AUM
$181.4M
Discretionary
$181.4M
Employees
3
Clients
--
Accounts
407
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $181.4M | $181.4M | $0 | 3 | 0 |
| Oct 2025 | $181.4M | $181.4M | $0 | 3 | 0 |
| Oct 2025 | $181.4M | $181.4M | $0 | 3 | 0 |
| Oct 2025 | $181.4M | $181.4M | $0 | 3 | 0 |
| Oct 2025 | $181.4M | $181.4M | $0 | 3 | 0 |
| Mar 2025 | $181.4M | $181.4M | $0 | 3 | 0 |
| May 2024 | $146.2M | $146.2M | $0 | 3 | 0 |
| Mar 2024 | $146.2M | $146.2M | $0 | 4 | 0 |
| Sep 2023 | $123.5M | $123.5M | $0 | 3 | 0 |
| Sep 2023 | $123.5M | $123.5M | $0 | 3 | 0 |
| Mar 2023 | $123.5M | $123.5M | $0 | 3 | 0 |
| Feb 2023 | $123.5M | $123.5M | $0 | 3 | 0 |
| Feb 2023 | $123.5M | $123.5M | $0 | 3 | 0 |
| Dec 2022 | $134.5M | $134.5M | $0 | 3 | 0 |
| Aug 2022 | $134.5M | $134.5M | $0 | 3 | 0 |
| Jun 2022 | $134.5M | $134.5M | $0 | 4 | 0 |
| Mar 2022 | $134.5M | $134.5M | $0 | 3 | 0 |
| Jan 2022 | $111.5M | $110.1M | $1.5M | 3 | 1 |
| Dec 2021 | $111.5M | $110.1M | $1.5M | 3 | 1 |
| Mar 2021 | $111.5M | $110.1M | $1.5M | 3 | 1 |
| Mar 2021 | $111.5M | $110.1M | $1.5M | 3 | 1 |
| Feb 2021 | $111.5M | $110.1M | $1.5M | 3 | 1 |
| Feb 2021 | $111.5M | $110.1M | $1.5M | 3 | 1 |
| May 2007 | $18M | $18M | $0 | 5 | -- |
| Apr 2007 | $18M | $18M | $0 | 5 | -- |
| Dec 2006 | $18M | $18M | $0 | 5 | -- |
DateNov 2025
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees3
Clients0
DateOct 2025
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees3
Clients0
DateOct 2025
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees3
Clients0
DateOct 2025
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees3
Clients0
DateOct 2025
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees3
Clients0
DateMay 2024
Total AUM$146.2M
Discretionary$146.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$146.2M
Discretionary$146.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees3
Clients0
DateAug 2022
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$111.5M
Discretionary$110.1M
Non-Disc.$1.5M
Employees3
Clients1
DateDec 2021
Total AUM$111.5M
Discretionary$110.1M
Non-Disc.$1.5M
Employees3
Clients1
DateMar 2021
Total AUM$111.5M
Discretionary$110.1M
Non-Disc.$1.5M
Employees3
Clients1
DateMar 2021
Total AUM$111.5M
Discretionary$110.1M
Non-Disc.$1.5M
Employees3
Clients1
DateFeb 2021
Total AUM$111.5M
Discretionary$110.1M
Non-Disc.$1.5M
Employees3
Clients1
DateFeb 2021
Total AUM$111.5M
Discretionary$110.1M
Non-Disc.$1.5M
Employees3
Clients1
DateMay 2007
Total AUM$18M
Discretionary$18M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$18M
Discretionary$18M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$18M
Discretionary$18M
Non-Disc.$0
Employees5
Clients--