Dhody Investment Group

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Client assets under management

$341,365,871

Clients

100% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$15,516,631

About

Dhody Investment Group (Blue Investment Management, LLC) serves individuals, high‑net‑worth clients, families, trusts, estates and businesses and manages roughly $341 million for 22 clients with a three‑advisor team. The firm provides customized investment management, non‑discretionary portfolio construction, and financial planning, and may incorporate cash equivalents, listed equities, mutual funds, fixed income, and private investments such as hedge funds and private equity into client portfolios.

DIG relies on a combination of fundamental and technical analysis and an internal due‑diligence process to design strategic asset allocations intended to match clients’ goals, time horizons, and risk tolerances. The advisor emphasizes continuous personal client contact, typically requires client approval prior to trade execution, and may hold positions long term while using shorter‑term trades for rebalancing or liquidity needs.

Distinctive aspects of the firm include an umbrella structure with affiliated entities that sponsor and advise private funds: a relying adviser that provides private fund advisory services and an affiliate that expects to form private funds, arrangements under which certain advisory persons allocate time to and receive compensation from those affiliates and which may involve performance‑based fees. This private‑fund activity and the firm’s concentrated client base relative to its AUM differentiate DIG from most supported firms that primarily focus on retail portfolio management.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments

Occupation focus

Founder/Business Owner Executive

Main office location

Dhody Investment Group

2340 Collins Avenue, Suite 604

Miami Beach FL 33139, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (305) 433-4250

Advisors at this firm

Cheryl F

Series 63, Series 66

Miami Beach, FL

Dhody Investment Group

Cheryl Fineman is a financial advisor at Dhody Investment Group with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Deutsche Bank Securities Inc, Raymond James & Associates, Inc., and Blue Investment Management, LLC. Fineman also serves as Chief Administration Officer for Blue Investment Group, a 3(c)(7) exempt fund manager. Dhody Investment Group provides investment advisory and financial planning services to individuals, families, trusts, estates, and businesses. The firm employs a long-term approach combining fundamental and technical analysis for portfolio management and offers access to private investments and affiliated private funds.

Wealth management Private / alternative investments Founder/Business Owner Executive

Sanjan D

Series 63, Series 65

Miami Beach, FL

Dhody Investment Group

Sanjan Dhody is an advisor with Dhody Investment Group in Miami Beach, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at LPS Capital LLC, Blue Investment Management LLC, Raymond James & Associates, and Deutsche Bank Securities. He serves as a director on the audit committee of Jaws Hurricane Acquisitions Corp and advises the board of Refill It, a non-investment-related company. Dhody Investment Group provides investment advisory and financial planning services to individuals, high net worth clients, families, trusts, estates, and businesses. The firm employs a long-term approach combining fundamental and technical analysis for portfolio management and also sponsors private funds through affiliated entities.

Wealth management Private / alternative investments Founder/Business Owner Executive

Ileana C

Series 66

Miami Beach, FL

Dhody Investment Group

Ileana Cohn is a financial advisor with Dhody Investment Group in Miami Beach, FL, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at LPS Capital LLC, Blue Investment Group, The 401(k) Lab, Raymond James Financial Services, Deutsche Bank Securities, and Raymond James & Associates. Dhody Investment Group provides investment advisory and financial planning services to individuals, high net worth clients, families, trusts, estates, and businesses. The firm employs a long-term investment approach that combines fundamental and technical analysis, offering customized portfolio construction and non-discretionary management across a range of asset classes including private investments.

Wealth management Private / alternative investments Founder/Business Owner Executive

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