BLUM INVESTMENT PARTNERS, INC.
CRD #162697 SEC #802-75506 SAN FRANCISCO, CA 415-434-1111
State Registered Exempt Reporting Private Funds Disclosures
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
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- Registration Date
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- Latest Filing
- Mar 29, 2012
- Branch Offices
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Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MURRAY, JAMES, P | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| MURRAY, JAMES, P | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| SCHOLVINCK, MARC, THEODORE | I | VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| SCHOLVINCK, MARC, THEODORE | I | VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| BLUM, RICHARD, CHARLES | I | DIRECTOR, CHIEF EXECUTIVE OFFICER AND PRESIDENT | E | Control |
| BLUM, RICHARD, CHARLES | I | DIRECTOR, CHIEF EXECUTIVE OFFICER AND PRESIDENT | E | Control |
Registrations
Federal
ERA
Mar 29, 2012 REGISTERED
Address
909 MONTGOMERY STREETSUITE 400
SAN FRANCISCO, CA 94133
United States
Phone: 415-434-1111