Blue Room Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,418,284
Total clients
0
Total advisors
1
of 4 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Blue Room Investment Advisors provides discretionary investment management primarily to privately offered pooled vehicles, family offices, and institutions, and also accepts high‑net‑worth individuals through separately managed accounts. The firm manages a single multi‑strategy hedge fund (Blue Room Fund One, LP) that principally invests in publicly traded U.S. equity and equity‑related securities, while offering tailored SMA services under written investment agreements.
The firm’s investment approach is rooted in fundamental growth analysis with concentrated, high‑conviction long and short equity positions and the use of options and other derivatives; it describes an ability to trade frequently and to employ leverage and a broad set of instruments, including digital currencies, as market opportunities arise. Portfolio management is discretionary, uses block trading with pro‑rata or lottery allocations when fills are partial, and accounts are reviewed at least quarterly.
Compared with many peers, Blue Room is a relatively small adviser running a 3(c)(7) pooled vehicle while also providing SMA access to high‑net‑worth clients and family offices, and it uses performance‑based arrangements for its private fund operations. The firm’s materials highlight the founder’s prior portfolio manager roles (including positions at Janus and ArrowMark), which the firm references in presenting its investment background and predecessor track record.
Client services
Expertise
Occupation focus
Fee options
1.00% annually for Separately Managed Accounts (SMA)
10% of profits (including unrealized gains) for Private Funds with a high-water mark provision
Account minimum: No set minimum account size to open or maintain an account for SMA Clients; High net worth individuals defined as having total assets of at least $5 million or investible assets of at least $1 million
Main office location
Blue Room Investment Advisors
490 S. Santa Fe Dr., Unit E
Denver CO 80223, United States
Number of offices
1
Most active in
Colorado
Disclosures
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Forms ADV
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