B
BlueList Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$134,254,891
Clients
86
87% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
86
Very HighAverage account size
$1,561,103
About
BlueList Partners, LLC provides investment advisory and portfolio management services primarily to individual clients, typically billing on a percentage-of-assets-under-management basis. The firm operates as a small, independent practice offering ongoing portfolio management and related advisory services to households rather than institutional clients.
The firm’s investment work is guided by the principal’s CFA credential and long tenure in portfolio management roles at multiple prior firms, and emphasizes individualized portfolio construction and ongoing monitoring consistent with fiduciary obligations. Advisory arrangements generally involve discretionary portfolio management and periodic client review rather than one-off financial planning projects.
What distinguishes the firm from many peers is that it discloses and advertises past performance, including predecessor performance, in its materials — a practice that is uncommon among independent advisers. The principal also serves as the firm’s chief compliance officer with no direct supervisor, reflecting a compact governance structure and continuity from a predecessor advisory relationship.
Client services
Portfolio management
Main office location
BlueList Partners, LLC
300 Ellicott Street, Suite A3
Occoquan VA 22125, United States
Number of offices
2
Most active in
BlueList Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland · New Hampshire · Virginia
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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