BLUE MARBLE INVESTMENTS
BLUE MARBLE INVESTMENTS, LLC Legal Name
Adviser information for BLUE MARBLE INVESTMENTS last updated from Form ADV on March 21st, 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 | California, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 4 |
| 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 | 241 | $146.2M |
| Non-Discretionary | 0 | $0 |
| Total | 241 | $146.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 189 | $38.6M |
| HNW Individuals | 44 | $92.0M |
| 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 | <5 | $15.4M |
| 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 | $202,230 |
| 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 businessesPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 26.0M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| EARTHFOLIO WRAP FEE PROGRAM | BLUE MARBLE INVESTMENTS |
Principal Office
1085 HIGUERA ST.SUITE 120
SAN LUIS OBISPO
CA
United States
Monday - Friday, 8:30AM - 4:30PM
Tel: 805-595-1820, Fax: None
Chief Compliance Officer
LINDA S. SHELBY
CHIEF ADMINISTRATIVE OFFICER
1085 HIGUERA ST.
SUITE 120
SAN LUIS OBISPO
CA
United States
Tel:
408-893-9013
L****@*************T
(Full email address available in API data)
Regulatory Contact
ARTURO TABUENCA
MANAGING MEMBER
1085 HIGUERA ST #120
SAN LUIS OBISPO
CA
United States
Tel:
8055951820
A**@*************T
(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 |
|---|---|---|---|---|---|
| TABUENCA, ARTURO, ANDRES | Individual | – | MANAGING MEMBER | 08/2006 | > 75% |
| SHELBY, ROBERT, BROWN | Individual | – | MEMBER | 04/2007 | 5-10% |
| Shelby, Linda, Smith | Individual | – | CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATIVE OFFICER | 01/2017 | 5-10% |