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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DHODY INVESTMENT GROUP

BLUE INVESTMENT MANAGEMENT, LLC, CRD 318610

MIAMI BEACH, FL

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Search this name across graphsid dfx:ria:031ea16a-625b-cf59-c79d-018cf1621faf

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 1
Observed: Mar 1, 2022 to Mar 31, 2026
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Dhody Investment Group

Venture manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $341MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $341M
Private client RAUM: $341MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $114Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 24
High net worth clients: 22
Private funds: 2Schedule D 7.B(1)
Relying advisers: 1
SEC number: 801-123591
CRD: 318610
Filings on the tape: 10
First filed: Mar 1, 2022
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, FL
Website: blueig.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
CHERYL BETH FINEMAN	n/a	MIAMI BEACH, FL	27	2	no
SANJAN [NO MIDDLE NAME] DHODY	n/a	MIAMI BEACH, FL	29	2	no
ILEANA MARIA COHN	n/a	MIAMI BEACH, FL	11	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLUE INVESTMENT PARTNERS, LLC	MANAGING MEMBER	E	yes	02/2022	Jul 19, 2022	Mar 29, 2024
COHN, ILEANA, MARIA	CHIEF COMPLIANCE OFFICER	Na	yes	06/2022	Jul 12, 2022	Mar 29, 2024
DHODY, SANJAN, [NO MIDDLE NAME]	MANAGING MEMBER	E	yes	02/2022	Mar 1, 2022	Mar 29, 2024
DHODY, SANJAN, [NO MIDDLE NAME]	CHIEF EXECUTIVE OFFICER	Na	yes	02/2022	Mar 1, 2022	Mar 29, 2024
FINEMAN, CHERYL, BETH	CHIEF ADMINISTRATIVE OFFICER	Na	yes	02/2022	Mar 1, 2022	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BLUE INVESTMENT PARTNERS II, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$341M	$341M	4	3	2	n/a
2024	Mar 31, 2025	$259M	$259M	3	3	2	n/a
2023	Mar 29, 2024	$231M	$0	3	3	n/a	n/a
2022	Mar 24, 2023	$170M	$0	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$341M	$259M	31.6%	$170M	26.2%	4	3	0	0

Relationships

Registered with (3)

← ILEANA MARIA COHNAdvisorregistration: current employment
Nov 19, 2025 to presentfactForm ADV
← SANJAN [NO MIDDLE NAME] DHODYAdvisorregistration: current employment
Oct 30, 2025 to presentfactForm ADV
← CHERYL BETH FINEMANAdvisorregistration: current employment
Oct 16, 2025 to presentfactForm ADV

Controls (4)

← DHODY, SANJAN, [NO MIDDLE NAME]OwnerMANAGING MEMBER, ownership code E, individual
Mar 1, 2022 to Mar 29, 2024factForm ADV
← FINEMAN, CHERYL, BETHOwnerCHIEF ADMINISTRATIVE OFFICER, ownership code NA, individual
Mar 1, 2022 to Mar 29, 2024factForm ADV
← COHN, ILEANA, MARIAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 12, 2022 to Mar 29, 2024factForm ADV
← BLUE INVESTMENT PARTNERS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jul 19, 2022 to Mar 29, 2024factForm ADV

Dated events

Occurred
Jul 12, 2022
Control person joined
Maria Ileana Cohn (Chief Compliance Officer) appeared on Schedule A of Dhody Investment Group
Form ADVobserved 4 days ago
Occurred
Mar 1, 2022
First Form ADV filing
Blue Investment Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:031ea16a-625b-cf59-c79d-018cf1621faf
First observed: Mar 1, 2022
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DHODY INVESTMENT GROUP

BLUE INVESTMENT MANAGEMENT, LLC, CRD 318610

MIAMI BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:031ea16a-625b-cf59-c79d-018cf1621faf

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:07 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHERYL BETH FINEMAN

n/a

MIAMI BEACH, FL

SANJAN [NO MIDDLE NAME] DHODY

n/a

MIAMI BEACH, FL

ILEANA MARIA COHN

n/a

MIAMI BEACH, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLUE INVESTMENT PARTNERS, LLC

MANAGING MEMBER

yes

02/2022

Jul 19, 2022

Mar 29, 2024

COHN, ILEANA, MARIA

CHIEF COMPLIANCE OFFICER

yes

06/2022

Jul 12, 2022

Mar 29, 2024

DHODY, SANJAN, [NO MIDDLE NAME]

MANAGING MEMBER

yes

02/2022

Mar 1, 2022

Mar 29, 2024

DHODY, SANJAN, [NO MIDDLE NAME]

CHIEF EXECUTIVE OFFICER

yes

02/2022

Mar 1, 2022

Mar 29, 2024

FINEMAN, CHERYL, BETH

CHIEF ADMINISTRATIVE OFFICER

yes

02/2022

Mar 1, 2022

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BLUE INVESTMENT PARTNERS II, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$341M

n/a

2024

Mar 31, 2025

$259M

n/a

2023

Mar 29, 2024

$231M

n/a

2022

Mar 24, 2023

$170M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$341M

$259M

31.6%

$170M

26.2%