Blue River Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,478,945
Total clients
55
20% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
28
Average account size
$754,163
About
Blue River Capital Management provides ongoing portfolio management to individual and high-net-worth clients, creating an Investment Policy Statement for each relationship and offering both discretionary and non-discretionary services. The firm reports managing about $41.5 million across roughly 55 clients and charges asset-based (percentage-of-AUM) fees as its primary billing method.
The firm’s investment process combines fundamental analysis, modern portfolio theory, and technical analysis and emphasizes long-term trading with a primary focus on equities while also using mutual funds, ETFs (including precious-metal ETFs), TIPS and non-U.S. securities. BRCM seeks discretionary trading authority for many accounts but accommodates client-directed restrictions and delivers monthly custodian statements plus at least quarterly written reports.
Notable features include its recent establishment (formed in July 2023 and registered in November 2023) yet a relatively concentrated client base supported by two advisors and two offices, and an absence of an account minimum. The firm discloses limited custody via standing letters of authorization for a small number of clients, a principal who also provides accounting services outside the firm (a potential conflict disclosed in the brochure), and recently added Fidelity as an additional custodian while recommending Schwab Institutional for access to institutional services.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.85% $2,000,001 - $10,000,000: 0.60% $10,000,001 - AND UP: 0.35%
Main office location
Blue River Capital Management
Portland OR, United States
Number of offices
2
Most active in
Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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