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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

BLUE INVESTMENT PARTNERS LLC

CRD 298444

DANVILLE, CA

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:c26a39ec-fb29-c3a6-05ce-0630606eda19

Data as of Apr 18, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: May 30, 2023 to Apr 18, 2025
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $342MItem 5.F on the latest filing (2025-04-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $342M
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: 0
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 162
Individual clients: 5
High net worth clients: 74
Custody, client assets: $25.1M
SEC number: 801-128241
CRD: 298444
Filings on the tape: 3
First filed: May 30, 2023
Latest filed: Apr 18, 2025
Organised: Limited Liability Company, CA
Website: blueinvpartners.com

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
DUBLIN, MATTHEW, BROOKS	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & MEMBER	C	yes	09/2018	May 30, 2023	Mar 11, 2024
HOOVER, BRETT, DAVID	MANAGING PARTNER & MEMBER	D	yes	07/2019	May 30, 2023	Mar 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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	Offices	Private funds	Fund GAV
2024	Apr 18, 2025	$342M	$342M	2	2	1	n/a	n/a
2023	Mar 11, 2024	$260M	$260M	2	2	1	n/a	n/a

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
2024	$342M	$260M	31.8%	n/a	n/a	2	2	1	1

Relationships

Registered with (3)

← BRETT DAVID HOOVERAdvisorregistration: previous registration
Jul 11, 2019 to Jul 18, 2025factForm ADV
← MATTHEW BROOKS DUBLINAdvisorregistration: previous registration
Oct 16, 2018 to Jul 18, 2025factForm ADV
← MATTHEW KELMONAdvisorregistration: previous registration
Oct 30, 2020 to Aug 31, 2021factForm ADV

Controls (2)

← HOOVER, BRETT, DAVIDOwnerMANAGING PARTNER & MEMBER, ownership code D, individual
May 30, 2023 to Mar 11, 2024factForm ADV
← DUBLIN, MATTHEW, BROOKSOwnerMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & MEMBER, ownership code C, individual
May 30, 2023 to Mar 11, 2024factForm ADV

Dated events

Occurred
Aug 1, 2025
Left the SEC roster
Blue Investment Partners Llc no longer on the SEC adviser roster (last listed 2025-07-01, RAUM $342.1M)
Form ADVobserved 5 days ago
$342M
Occurred
Jul 18, 2025
Advisor changed firm
Brett David Hoover left Blue Investment Partners Llc for True North Advisors, Llc (registered 2025-09-03)
Form ADVobserved 5 days ago
Occurred
Jul 18, 2025
Advisor changed firm
Matthew Brooks Dublin left Blue Investment Partners Llc for True North Advisors, Llc (registered 2025-07-02)
Form ADVobserved 5 days ago
Occurred
May 30, 2023
First Form ADV filing
Blue Investment Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c26a39ec-fb29-c3a6-05ce-0630606eda19
First observed: May 30, 2023
Last observed: Apr 18, 2025 17 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.

BLUE INVESTMENT PARTNERS LLC

CRD 298444

DANVILLE, CA

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:c26a39ec-fb29-c3a6-05ce-0630606eda19

Data as of Apr 18, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:58 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DUBLIN, MATTHEW, BROOKS

MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, & MEMBER

yes

09/2018

May 30, 2023

Mar 11, 2024

HOOVER, BRETT, DAVID

MANAGING PARTNER & MEMBER

yes

07/2019

May 30, 2023

Mar 11, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Apr 18, 2025

$342M

n/a

2023

Mar 11, 2024

$260M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$342M

$260M

31.8%

n/a