SAPPHIRE BLUE INVESTMENT PARTNERS
HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC Legal Name
Adviser information for SAPPHIRE BLUE INVESTMENT PARTNERS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,083 | $199.2M |
| Non-Discretionary | 25 | $1.4M |
| Total | 1,108 | $200.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 526 | $103.9M |
| HNW Individuals | 46 | $84.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 6 | $8.9M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 11 | $3.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)ADVISORY CONSULTING FOR RETIREMENT PLANS |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 11.4M |
| Portfolio Manager | 0 |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| SAPPHIRE BLUE WRAP FEE PROGRAM | SAPPHIRE BLUE INVESTMENT PARTNERS |
Identifiers
| SEC RIA File Number | 801-116916 |
|---|---|
| SEC ERA File Number | 801-116916 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 291609 |
| Legal Entity Identifier | None |
Principal Office
12272 N. FENTON ROAD,SUITE 7
FENTON
MI
United States
Monday - Friday, 8:30 TO 5:00
Tel: 810-714-9456, Fax: None
Chief Compliance Officer
FREDERICK HENSLER
PRESIDENT
12272 N. FENTON ROAD
SUITE 7
FENTON
MI
United States
Tel:
810-714-9456
F***@**********M
(Full email address available in API data)
Regulatory Contact
TRACY HENSLER
CHIEF OPERATIONS OFFICER
12272 N. FENTON ROAD
SUITE 7
FENTON
MI
United States
Tel:
810-714-9456
T****@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HENSLER, FREDERICK, HENRY | Individual | – | PRESIDENT | 12/2017 | 50-75% |
| HENSLER, TRACY | Individual | – | CHIEF OPERATIONS OFFICER | 12/2017 | 50-75% |
| HENSLER, FREDERICK, HENRY | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2021 | < 5% |