Blue Diamond Capital Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$301,352,937
Total clients
0
Total advisors
2
of 3 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Blue Diamond Capital Investment Advisors, LLC is a registered investment adviser that provides advisory services to private investment funds and to non‑fund clients, including individuals, high‑net‑worth individuals and families, trusts, and other entities. As of January 5, 2026 the firm reported approximately $301.4 million in assets under management and states it provides services on both discretionary and predominantly non‑discretionary terms for its private funds, with affiliated Managers retaining sole authority to decide on investments.
The firm emphasizes fundamental analysis and sources private placements and alternative investments, focusing on real‑estate development opportunities, private operating companies, and private debt, and it may also employ derivatives and options where appropriate. For non‑fund clients Blue Diamond develops a formal Investment Plan to tailor recommendations and may provide either non‑discretionary recommendations or discretionary execution when specifically agreed in the advisory contract.
Noteworthy elements disclosed in the brochure include the firm’s use of hourly advisory fees as its primary billing method rather than a typical percentage‑of‑AUM model, and the possibility of fixed, quarter‑based fees for certain funds; the firm also discloses affiliations with fund Managers and related carried‑interest arrangements and describes procedures to manage those conflicts. The firm is recently formed with a small advisory team, and the brochure contemplates a client mix that can include charitable or other entity clients as well as both non‑high‑net‑worth and high‑net‑worth individuals, a combination the firm notes may increase allocation and liquidity considerations for limited‑capacity private investments.
Client services
Expertise
Fee options
Fixed fee charged to Blue Diamond Funds in lieu of hourly fee, payable quarterly in arrears based on prior quarter-end value of assets advised; specific amounts or rates not disclosed.
Hourly fee for advisory services; specific rate not disclosed.
Fee-only: Hourly fee payable quarterly in arrears upon receipt of an invoice; specific hourly rate not stated.
Main office location
Blue Diamond Capital Investment Advisors
180 N University Ave, Suite 250
Provo UT 84601, United States
Number of offices
1
Most active in
Utah
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")