First seen by DFX
Sep 13, 2026
date not stated
Blue Investment Partners LLC: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (Blue is a Danville CA registered adviser with about $353 million serving outside UHNW families and institutions, acquired by True North Advisors in 2025.)
First seen by DFX
Sep 12, 2026
date not stated
Blue Investment Partners LLC files Form 13F (non_adviser_filer, $272,478,162 in 52 positions)
Blue Investment Partners LLC reported $285,087,933 across 52 13(f) positions for the quarter ended 2025-06-30
Blue Investment Partners LLC increased Invesco Qqq Tr 2,006 -> 6,464 shares ($940,654 -> $3,565,801)
Blue Investment Partners LLC increased J P Morgan Exchange Traded F 167,428 -> 222,272 shares ($7,713,400 -> $10,295,639)
Blue Investment Partners LLC increased Vanguard Tax-Managed Fds 102,430 -> 157,884 shares ($5,206,517 -> $9,000,967)
Blue Investment Partners LLC increased Wisdomtree Tr 274,782 -> 373,482 shares ($13,829,766 -> $18,789,887)
Blue Investment Partners LLC reduced Alphabet Inc 38,388 -> 5,317 shares ($5,936,348 -> $936,990)
Blue Investment Partners LLC opened a $5,547,459 position in American Centy Etf Tr (69,973 shares)
Blue Investment Partners LLC opened a $2,166,413 position in Vanguard Index Fds (7,128 shares)
Blue Investment Partners LLC reduced Vanguard Index Fds 23,020 -> 11,781 shares ($5,795,745 -> $3,262,630)
Blue Investment Partners LLC exited American Centy Etf Tr (was $5,830,104, 66,882 shares)
Blue Investment Partners LLC exited Capital Grp Fixed Incm Etf T (was $4,013,352, 147,009 shares)
Blue Investment Partners LLC reported $265,637,752 across 49 13(f) positions for the quarter ended 2025-03-31
Blue Investment Partners LLC exited Invesco Exch Traded Fd Tr II (was $4,125,744, 195,811 shares)
Blue Investment Partners LLC exited Ishares Tr (was $2,284,187, 5,688 shares)
Blue Investment Partners LLC exited J P Morgan Exchange Traded F (was $2,515,252, 31,041 shares)
Blue Investment Partners LLC exited Janus Detroit Str Tr (was $3,945,726, 80,263 shares)
Blue Investment Partners LLC increased Capital Grp Fixed Incm Etf T 95,548 -> 147,009 shares ($2,606,547 -> $4,013,352)
Blue Investment Partners LLC increased Ishares Tr 184,112 -> 251,432 shares ($11,869,701 -> $17,321,150)
Blue Investment Partners LLC increased J P Morgan Exchange Traded F 132,094 -> 167,428 shares ($6,026,139 -> $7,713,400)
Blue Investment Partners LLC increased Pimco Etf Tr 355,088 -> 590,091 shares ($9,203,881 -> $15,548,903)
Blue Investment Partners LLC opened a $3,924,796 position in Ishares Tr (43,115 shares)
Blue Investment Partners LLC reported $272,478,162 across 52 13(f) positions for the quarter ended 2024-12-31