BlueReef Capital

BlueReef Capital is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management to individual clients, creating Investment Policy Statements and monitoring accounts on an ongoing basis. The firm offers a broad investment menu—primarily mutual funds but also ETFs, real estate funds (including REITs), non‑U.S. securities, private placements and venture capital funds—and may recommend third‑party managers for portions of client assets.

The firm’s investment approach combines multiple methods of analysis (charting, cyclical, fundamental, modern portfolio theory, quantitative and technical) and employs both long‑ and short‑term trading strategies, including margin and options trading, with the possibility of allocations to higher‑volatility sectors such as global technology and emerging markets. BlueReef generally manages accounts on a discretionary basis, documents client risk tolerances in an IPS, and conducts at least quarterly reviews of client accounts.

Several features noted in the brochure are less common among peers: the firm’s principal also holds a real‑estate broker/dealer role and may offer commissionable real estate services to clients, and BlueReef discloses affiliations with third‑party providers (including a global financial‑services firm) and receives fee shares when directing clients to other advisers such as Betterment. The brochure also highlights the firm’s use of non‑U.S. investments and related risk disclosures and describes its process for selecting and monitoring other registered advisers, a practice that creates and is managed as a potential conflict of interest.