BLUE CAPITAL
BLUE CAPITAL, INC. Legal Name
Adviser information for BLUE CAPITAL last updated from Form ADV on March 18th, 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 | Nebraska, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,194 | $188.3M |
| Non-Discretionary | 0 | $0 |
| Total | 1,194 | $188.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 429 | $77.2M |
| HNW Individuals | 75 | $109.9M |
| 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 | <5 | $1.2M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-121357 |
|---|---|
| SEC ERA File Number | 801-121357 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304083 |
| Legal Entity Identifier | None |
Principal Office
3814 FARNAM STREETSUITE 202
OMAHA
NE
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: (402) 932-0131, Fax: (402) 625-0204
Chief Compliance Officer
JAY MOLINA
MANAGING MEMBER
3814 FARNAM STREET
SUITE 202
OMAHA
NE
United States
Tel:
(402) 740-0923
J**@********************M
(Full email address available in API data)
Industry Affiliates
| BLUE CAPITAL INSURANCE | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MOLINA, AGUSTIN, JAY | Individual | – | MANAGING MEMBER & CCO | 01/2018 | 50-75% |
| HEREK, MICHAEL, JOHN | Individual | – | MANAGING MEMBER | 01/2018 | 50-75% |