Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Blue Diamond Capital Investment Advisors

Blue Diamond Capital Investment Advisors

Private equity with venture activity · probableProvo, UTbdc-ia.comSEC registered investment adviserfundraising evidence

Blue Diamond Capital Investment Advisors Blue Diamond Capital Investment Advisors is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. We provide advisory services in private investment placements, with a focus on real estate development and operations, as well as private operating companies.

registered adviser; venture funds are 10% of 10 private funds

Importance
23
moderate
Active deployment
60
high
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
19
moderate
Identity and regulatory footprint
Headquarters
Provo, UTadviserinfo.sec.gov
Office address
180 N UNIVERSITY AVE, SUITE 250, Provo, UT, 84601adviserinfo.sec.gov
Business phone
801-932-0311adviserinfo.sec.gov
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 31, 2026
Private funds reported
10 (1 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$81.4Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$301Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
3
Owners on Schedule A
Sunrise Cove LLC (Member), B
business email
michaelm@bdc-ia.combdc-ia.compublished by the subject
business phone
801-932-0311adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
healthcare, logistics, media
Stages
not stated or not yet read
Geography
canada, global, north america, united states, utah
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
10 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Tone LLCFund2025 form d first saleNewly closed$3.6M
Sep 12, 2026
11$3.5M
of $3.5M
Apr 16, 2026
BDC Legacy South LLCFund2024 form d first saleEarly deployment$18.4M
Sep 12, 2026
30$20.3M
of $20.3M
Apr 23, 2026
BDC Sunstone Two Tree LLCFund2024 form d first saleNewly closed$2.1M
Sep 12, 2026
10$5.1M
of $5.1M
Apr 23, 2026
Kiln Rf Investors LLCFund2023 form d first saleActive deployment$2.0M
Sep 12, 2026
14$2.0M
of $2.0M
Apr 14, 2026
BDC Kiln Investors LLCFund2022 form d first saleActive deployment$13.8M
Sep 12, 2026
15$16.6M
of $16.6M
Apr 23, 2026
BFA Tresidio LLCFund2021 form d first saleFundraising$27.8M
Sep 12, 2026
8$0
of $11.5M
Apr 23, 2026
BFA Green Springs LLCFund2021 form d first saleMature$9.9M
Sep 12, 2026
13$11.8M
of $11.8M
Apr 23, 2026
BDC Tres Investors LLCFund2021 form d first saleMature$1.8M
Sep 12, 2026
8$1.8M
of $1.8M
Apr 23, 2026
Blue Summit Investors LLCFund2021 form d first saleMature$741,303
Sep 12, 2026
6$745,000
of $745,000
Apr 23, 2026
BDC Thanksgiving Visionary LLCFund2019 form d first saleMature$1.2M
Sep 12, 2026
3$872,863
of $872,863
Apr 23, 2026
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
5 current, 0 departed
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
11 dated events
  1. Sep 12, 2026
    Tone LLC first reported on Form ADV by Blue Diamond Capital Investment Advisors, GAV $3,574,880
  2. Sep 12, 2026
    Kiln Rf Investors LLC first reported on Form ADV by Blue Diamond Capital Investment Advisors, GAV $2,001,810
  3. Sep 12, 2026
    Blue Summit Investors LLC first reported on Form ADV by Blue Diamond Capital Investment Advisors, GAV $741,303
  4. Sep 12, 2026
    BFA Tresidio LLC first reported on Form ADV by Blue Diamond Capital Investment Advisors, GAV $27,815,423
  5. Sep 12, 2026
    BFA Green Springs LLC first reported on Form ADV by Blue Diamond Capital Investment Advisors, GAV $9,926,397
  6. Sep 12, 2026
    BDC Tres Investors LLC first reported on Form ADV by Blue Diamond Capital Investment Advisors, GAV $1,806,133
  7. Sep 12, 2026
    BDC Thanksgiving Visionary LLC first reported on Form ADV by Blue Diamond Capital Investment Advisors, GAV $1,207,192
  8. Sep 12, 2026
    BDC Sunstone Two Tree LLC first reported on Form ADV by Blue Diamond Capital Investment Advisors, GAV $2,134,561
  9. Sep 12, 2026
    BDC Legacy South LLC first reported on Form ADV by Blue Diamond Capital Investment Advisors, GAV $18,353,131
  10. Sep 12, 2026
    BDC Kiln Investors LLC first reported on Form ADV by Blue Diamond Capital Investment Advisors, GAV $13,795,591
  11. Feb 21, 2025
    Blue Diamond Capital Investment Advisors appears on the SEC adviser roster (RIA)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 10% of 10 private funds
Evidence
25 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2026-03-31Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Adv pdf loadedadv-pdf-1Sep 12, 2026FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
SEC statusApprovedMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2025-02-21Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone801-932-0311Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
DescriptionBlue Diamond Capital Investment Advisors Blue Diamond Capital Investment Advisors is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. We provide advisory services in private investment placements, with a focus on real estate development and operations, as well as private operating companies.
meta description
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionBlue Diamond Capital Investment Advisors Blue Diamond Capital Investment Advisors is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. We provide advisory services in private investment placements, with a focus on real estate development and operations, as well as private operating companies.
meta description
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees3Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersProvo, UTMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address180 N UNIVERSITY AVE, SUITE 250, Provo, UT, 84601Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Legal formLimited Liability CompanyMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
PE funds reported9Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported10Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$81.4MMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$301MMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Stated geographycanada,global,north america,united states,utah
geography words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographycanada,global,north america,united states,utah
geography words on the home page
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorshealthcare,logistics,media
sector words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorshealthcare,logistics,media
sector words on the home page
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported1Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Websitehttps://bdc-ia.comMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Site titleHome - Blue Diamond Capital - Investment Advisors
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleHome - Blue Diamond Capital - Investment Advisors
title tag
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)