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Blue Diamond Capital Investment Advisors

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

Financial planning Portfolio management

Expertise

Private / alternative investments Options & derivatives strategies Real estate investing

Fee options

Fixed

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.

Project-based

Hourly fee for advisory services; specific rate not disclosed.

Other

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

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