MB Blue GP LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,606,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
26
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$100,231
About
MB Blue GP LLC is an independent registered investment adviser that serves individuals, high‑net‑worth clients and a range of institutional and business entities, including pension and profit‑sharing plans, charitable organizations and corporations. The firm offers ongoing portfolio management, financial planning and insurance consultation, and facilitates access to third‑party managers and turn‑key asset management programs and a 401(k) platform.
The firm documents client goals and risk tolerance in individualized Investment Policy Statements and uses a mix of analytical methods (cyclical, fundamental, modern portfolio theory and technical analysis) and strategies (long‑term and short‑term trading, including short sales). MB Blue reports no discretionary assets and manages its $2,606,000 in assets primarily on a non‑discretionary basis (discretionary $0 as of December 2025), frequently implementing advice through third‑party platforms and selected external managers.
Compared with many solo independent advisers, MB Blue’s client mix and operational model are atypical: it serves pension/profit‑sharing plans (an uncommon client type for peers) and emphasizes non‑discretionary relationships, while employing a wide set of investment vehicles (private equity, hedge funds, REITs, precious‑metal ETFs, private placements) and third‑party solutions (TAMPs, Pontera for held‑away retirement accounts, and insurance platform access). These features tend to increase use of outside managers, custodial platforms and documented implementation procedures relative to many firms of similar size.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Real estate investing
Private / alternative investments
Active portfolio management
Fee options
$2,500 to $5,000 fixed fee for financial planning services
$0 - $999,999: 1.00% $1,000,000 - $9,999,999: 0.90% $10,000,000+: 0.75%
$250 to $350 per hour for financial planning services
Main office location
MB Blue GP LLC
100 Wilshire Blvd, Suite 700
Santa Monica CA 90401, United States
Number of offices
1
Most active in
MB Blue GP LLC has reported serving >5 clients in these states in the last 12 months.
California
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.
Forms ADV
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