Hedge Fund Database

BLUESPHERE ADVISORS LLC

Adviser information for BLUESPHERE ADVISORS LLC last updated from Form ADV on January 31st, 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 Pennsylvania, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,151 $370.6M
Non-Discretionary 0 $0
Total 1,151 $370.6M

Clients

Type Number RAUM
Individuals 292 $61.3M
HNW Individuals 140 $309.3M
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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-117413
SEC ERA File Number 801-117413
SEC CIK Numbers 1844108
SEC CRD Numbers 283972
Legal Entity Identifier None

Principal Office

2108 DEKALB PIKE
EAST NORRITON
PA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: (610) 277-1515, Fax: None

Websites

www.facebook.com/bluesphereadvisors www.bluesphereadvisors.com www.linkedin.com/in/sanjaykpawar

Chief Compliance Officer

SANJAY K. PAWAR
PRESIDENT & CEO
2108 DEKALB PIKE
EAST NORRITON
PA
United States
Tel: (610) 277-1515
(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
PAWAR, SANJAY, KRISHNARAO Individual – MEMBER, PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER 06/2016 > 75%

No. Employees, Historic

105020192020202120222023202420254 on 8/29/20194 on 12/26/20195 on 3/20/20207 on 6/18/20207 on 10/14/20208 on 3/6/20218 on 3/8/20218 on 3/30/20219 on 6/8/20219 on 7/28/20219 on 11/8/20219 on 12/13/20218 on 2/14/20228 on 5/2/20228 on 9/8/20229 on 1/26/20239 on 11/21/20238 on 1/31/2024

RAUM, Historic

400M200M02019202020212022202320242025112281634 on 8/29/2019112281634 on 12/26/2019125000000 on 3/20/2020125000000 on 6/18/2020125000000 on 10/14/2020315694158 on 3/6/2021315694158 on 3/8/2021315694158 on 3/30/2021315694158 on 6/8/2021315694158 on 7/28/2021315694158 on 11/8/2021315694158 on 12/13/2021350932841 on 2/14/2022350932841 on 5/2/2022350932841 on 9/8/2022304356571 on 1/26/2023304356571 on 11/21/2023370579044 on 1/31/2024

No. Clients, Historic

60030002019202020212022202320242025208 on 8/29/2019208 on 12/26/2019319 on 3/20/2020319 on 6/18/2020319 on 10/14/2020487 on 3/6/2021487 on 3/8/2021487 on 3/30/2021487 on 6/8/2021487 on 7/28/2021487 on 11/8/2021487 on 12/13/2021585 on 2/14/2022585 on 5/2/2022585 on 9/8/2022431 on 1/26/2023431 on 11/21/2023432 on 1/31/2024

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 654K 4K –
ADOBE INC COM 507K 912 –
ADVANCED MICRO DEVICES INC COM 2M 11K –
ALPHABET INC CAP STK CL C 546K 3K –
ALPHABET INC CAP STK CL A 6M 35K –
AMAZON COM INC COM 2M 8K –
AMERICAN TOWER CORP NEW COM 389K 2K –
APPLE INC COM 5M 23K –
ASML HOLDING N V N Y REGISTRY SHS 312K 305 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 4K –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 3M 52K –
BLOCK INC CL A 267K 4K –
CHEVRON CORP NEW COM 258K 2K –
CITIGROUP INC COM NEW 430K 7K –
CITIZENS FINL GROUP INC COM 546K 15K –
COMCAST CORP NEW CL A 209K 5K –
CONSTELLATION BRANDS INC CL A 437K 2K –
DISNEY WALT CO COM 882K 9K –
ELI LILLY & CO COM 860K 950 –
EXXON MOBIL CORP COM 484K 4K –
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 352K 10K –
GOLDMAN SACHS GROUP INC COM 394K 870 –
HARBOR ETF TRUST LONG TERM GROWER 1M 53K –
HARTFORD FINL SVCS GROUP INC COM 272K 3K –
HOME DEPOT INC COM 691K 2K –
INNOVATOR ETFS TRUST US EQT PWR BUF 205K 6K –
INNOVATOR ETFS TRUST US EQTY BUFR MAY 357K 9K –
INNOVATOR ETFS TRUST US EQTY BUFR FEB 252K 6K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 211K 7K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 477K 3K –
INVESCO EXCHANGE TRADED FD T LEISURE AND ENTE 519K 11K –
INVESCO QQQ TR UNIT SER 1 910K 2K –
ISHARES S&P GSCI COMMODITY- UNIT BEN INT 501K 23K –
ISHARES TR RUSSELL 2000 ETF 516K 3K –
ISHARES TR CORE S&P500 ETF 42M 76K –
ISHARES TR GLOBAL 100 ETF 8M 82K –
ISHARES TR RUS 1000 GRW ETF 36M 100K –
ISHARES TR CORE DIV GRWTH 284K 5K –
ISHARES TR US AER DEF ETF 5M 37K –
ISHARES TR INTL SEL DIV ETF 630K 23K –
ISHARES TR S&P 500 GRWT ETF 274K 3K –
ISHARES TR FLTG RATE NT ETF 2M 39K –
ISHARES TR RUS 2000 GRW ETF 310K 1K –
JOHNSON & JOHNSON COM 288K 2K –
JPMORGAN CHASE & CO. COM 1M 6K –
KEARNY FINL CORP MD COM 85K 14K –
LINDE PLC SHS 307K 700 –
LIVE NATION ENTERTAINMENT IN COM 247K 3K –
LOWES COS INC COM 427K 2K –
M & T BK CORP COM 841K 6K –
MARATHON PETE CORP COM 213K 1K –
MARSH & MCLENNAN COS INC COM 211K 1K –
MERCK & CO INC COM 584K 5K –
META PLATFORMS INC CL A 498K 988 –
MICROSOFT CORP COM 9M 19K –
MONDELEZ INTL INC CL A 413K 6K –
MOTOROLA SOLUTIONS INC COM NEW 355K 920 –
NETFLIX INC COM 3M 5K –
NVIDIA CORPORATION COM 4M 30K –
ORACLE CORP COM 440K 3K –
PACER FDS TR US CASH COWS 100 475K 9K –
PALO ALTO NETWORKS INC COM 2M 5K –
PENSKE AUTOMOTIVE GRP INC COM 1M 8K –
PEPSICO INC COM 208K 1K –
PHILIP MORRIS INTL INC COM 1M 15K –
PROCTER AND GAMBLE CO COM 521K 3K –
PROVIDENT FINL SVCS INC COM 144K 10K –
QUALCOMM INC COM 428K 2K –
RTX CORPORATION COM 305K 3K –
SCHWAB CHARLES CORP COM 214K 3K –
SPDR DOW JONES INDL AVERAGE UT SER 1 505K 1K –
SPDR S&P 500 ETF TR TR UNIT 385K 707 –
SPDR SER TR PORTFOLIO S&P500 1M 18K –
THERMO FISHER SCIENTIFIC INC COM 580K 1K –
TJX COS INC NEW COM 588K 5K –
UBER TECHNOLOGIES INC COM 349K 5K –
UNION PAC CORP COM 316K 1K –
UNITEDHEALTH GROUP INC COM 1M 2K –
VANECK ETF TRUST SEMICONDUCTR ETF 11M 41K –
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 2M 11K –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 4M 11K –
VANGUARD INDEX FDS REAL ESTATE ETF 581K 7K –
VANGUARD INDEX FDS SML CP GRW ETF 290K 1K –
VANGUARD INDEX FDS S&P 500 ETF SHS 6M 12K –
VANGUARD INDEX FDS SMALL CP ETF 232K 1K –
VANGUARD INDEX FDS EXTEND MKT ETF 2M 10K –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 708K 8K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 2M 8K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 456K 9K –
VANGUARD WORLD FD HEALTH CAR ETF 3M 12K –
VANGUARD WORLD FD INF TECH ETF 331K 574 –
VANGUARD WORLD FD FINANCIALS ETF 652K 7K –
VANGUARD WORLD FD INDUSTRIAL ETF 318K 1K –
VISA INC COM CL A 1M 4K –
WALMART INC COM 648K 10K –
WASTE MGMT INC DEL COM 848K 4K –
WISDOMTREE TR US QTLY DIV GRT 359K 5K –