Blue Room Investment Advisors logo

Blue Room Investment Advisors

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

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing

Occupation focus

Founder/Business Owner

Fee options

Percentage

1.00% annually for Separately Managed Accounts (SMA)

Performance-based

10% of profits (including unrealized gains) for Private Funds with a high-water mark provision

Other

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

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")