Blue Ridge Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,414,755
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
1
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$9,414,755
About
Blue Ridge Investments LLC is a small, state‑registered investment manager that primarily provides portfolio management, investment analysis, and financial planning to institutional and pooled vehicles rather than individual retail clients. The firm specifically works with insurance‑related institutional accounts — including direct management of sub‑accounts for variable and indexed insurance and annuity products — and includes advisory work on cryptocurrency risk and token economics as part of its planning services.
The firm’s investment approach emphasizes private placement securities, limited partnerships, and direct‑participation real estate investments (multifamily, industrial, retail and other commercial assets), and it combines charting, fundamental, technical, cyclical and economic analysis to guide allocation decisions. Blue Ridge generally acts with discretionary authority for managed accounts and may use a mix of asset‑based advisory arrangements alongside performance‑based compensation and hourly planning engagements.
Blue Ridge is affiliated with sponsor/general‑partner entities that participate in real estate offerings and its management holds insurance licensing, creating potential conflicts of interest when recommending affiliated real estate or insurance‑related products; the brochure discloses policies to address those conflicts. Compared with many peers, the firm’s explicit institutional focus on insurance account sub‑management, its ties to affiliated real‑estate sponsor entities, use of hourly fees for planning, and inclusion of crypto advisory alongside direct real‑estate placements are notable for a manager of its size.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Real estate investing
Occupation focus
Executive
Founder/Business Owner
Fee options
$0 - $5,000,000: 2.0% $5,000,001 - $10,000,000: 1.75% $10,000,001+: 1.5%
$400 per hour for financial planning services
20% of capital gains (adjusted for deposits and withdrawals) on qualified client accounts with at least $1,100,000 under management or $2,200,000 net worth; billed upon realization of gains
Main office location
Blue Ridge Investments LLC
Mountlake Terrace WA, United States
Number of offices
2
Most active in
Blue Ridge Investments LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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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