KARNER BLUE CAPITAL, LLC
Adviser information for KARNER BLUE CAPITAL, LLC last updated from Form ADV on March 30th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $72,791 |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $72,791 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $24,398 |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| 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 | <5 | $48,393 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Principal Office
4821 MONTGOMERY LANE #802C/O ANDREW NIEBLER
BETHESDA
MD
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 833-527-6372, Fax: 833-527-6372
Chief Compliance Officer
ANDREW KURT NIEBLER
MANAGING MEMBER, EVP, AND GENERAL COUNSEL
4821 MONTGOMERY LANE #802
BETHESDA
MD
United States
Tel:
833-527-6372
Fax:
833-527-6372
A*************@********************M
(Full email address available in API data)
Regulatory Contact
VICKI L BENJAMIN
MANAGING MEMBER, PRESIDENT AND TREASURER
7707 WISCONSIN AVENUE #308
BETHESDA
MD
United States
Tel:
833-527-6372
Fax:
833-527-6372
V*************@********************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 |
|---|---|---|---|---|---|
| NIEBLER, ANDREW, KURT | Individual | – | EXECUTIVE VP, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & MANAGER | 12/2017 | < 5% |
| BENJAMIN, VICKI, LYNN | Individual | – | PRESIDENT, TREASURER & MANAGER | 12/2017 | < 5% |
| AKN KBC LLC | Domestic Entity | – | MEMBER | 08/2020 | 25-50% |
| VLB KBC LLC | Domestic Entity | – | MEMBER | 08/2020 | 50-75% |
| BENJAMIN, VICKI, LYNN | Individual | VLB KBC LLC | SOLE MEMBER | 08/2020 | > 75% |
| NIEBLER, ANDREW, KURT | Individual | AKN KBC LLC | SOLE MEMBER | 07/2020 | > 75% |