DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Blue Investment Partners LLC
Latest filing Apr 18, 2025
First filing on the tape May 30, 2023 · 3 filings
SEC status approved since Jun 29, 2023
RAUM
$342M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$341M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$342M as of Apr 18, 2025
Mar 11, 2024$260M then
HNW client RAUM$337M as of Apr 18, 2025
Mar 11, 2024$256M then
State-registered IARs (5.B.3)2 as of Apr 18, 2025
Mar 11, 20242 then
Employees (5.A)2 as of Apr 18, 2025
Mar 11, 20242 then
Private funds: no history
RAUM +32% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Apr 18, 2025; every figure names its basis
- RAUM per advisor
- $171MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 40derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.6MderivedHNW RAUM over HNW clients
- Average account
- $2.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $25.1M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$337M99%
- Individuals$3.3M1.0%
- Charitable organizations$1.6M0.5%
- Individual clients
- 5reported
- HNW clients
- 74reported
- Pension plan clients
- 0reported
- Charitable clients
- n/areported
- Accounts
- 162reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $25.1M for 2 clientsreported
- Compensation
- % of AUMreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- Brett David Hoover to True North Advisors, LLCJul 18, 2025 · RIA to RIA
- Matthew Brooks Dublin to True North Advisors, LLCJul 18, 2025 · RIA to RIA
- Matthew Kelmon to Bass Rocks, LLC / Bass Rocks Asset ManagementAug 31, 2021 · RIA to a state-registered adviser
Joined, latest
- Matthew Kelmon from Backshore Capital, LLCOct 30, 2020 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Brooks Matthew Dublin · Managing Partner, Chief Compliance Officer, & Membercontrolsince 09/2018 · owns 25% to 50%
- David Brett Hoover · Managing Partner & Membercontrolsince 07/2019 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Danville, Ca · principal | 0 | 0 | 0 | ||
| Greensboro, Ga | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 128 to 162Mar 11, 2024 to Apr 18, 2025
- HNW clients · 61 to 74Mar 11, 2024 to Apr 18, 2025
- Individual clients · unset to 5.0Mar 11, 2024 to Apr 18, 2025
- Assets in custody · $18.1M to $25.1MMar 11, 2024 to Apr 18, 2025
- Discretionary RAUM · $260M to $342MMar 11, 2024 to Apr 18, 2025
- HNW RAUM · $256M to $337MMar 11, 2024 to Apr 18, 2025
- Individual RAUM · $1.6M to $3.3MMar 11, 2024 to Apr 18, 2025
- RAUM · $260M to $342MMar 11, 2024 to Apr 18, 2025
- Accounts · 110 to 128May 30, 2023 to Mar 11, 2024
- HNW clients · 50 to 61May 30, 2023 to Mar 11, 2024
- Assets in custody · unset to 18065239.0May 30, 2023 to Mar 11, 2024
- Custody of client assets · false to trueMay 30, 2023 to Mar 11, 2024
- Financial planning clients · 0 to 26-50May 30, 2023 to Mar 11, 2024
- Discretionary RAUM · $165M to $260MMay 30, 2023 to Mar 11, 2024
- HNW RAUM · $162M to $256MMay 30, 2023 to Mar 11, 2024
- Individual RAUM · $1.1M to $1.6MMay 30, 2023 to Mar 11, 2024
- RAUM · $165M to $260MMay 30, 2023 to Mar 11, 2024
Signals
4 dated events
- Blue Investment Partners Llc no longer on the SEC adviser roster (last listed 2025-07-01, RAUM $342.1M)Aug 1, 2025 · Left the SEC roster · derived
- Brett David Hoover left Blue Investment Partners Llc for True North Advisors, Llc (registered 2025-09-03)Jul 18, 2025 · Advisor changed firm · fact
- Matthew Brooks Dublin left Blue Investment Partners Llc for True North Advisors, Llc (registered 2025-07-02)Jul 18, 2025 · Advisor changed firm · fact
- Blue Investment Partners Llc filed its initial SEC registration (Form ADV)May 30, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026