DHODY INVESTMENT GROUP
BLUE INVESTMENT MANAGEMENT, LLC Legal Name
Adviser information for DHODY INVESTMENT GROUP 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| 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 | 0 | $0 |
| Non-Discretionary | 19 | $230.8M |
| Total | 19 | $230.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 19 | $230.8M |
| 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 | 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 | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-123591 |
|---|---|
| SEC ERA File Number | 801-123591 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318610 |
| Legal Entity Identifier | None |
Principal Office
2340 COLLINS AVENUESUITE 604
MIAMI BEACH
FL
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: (305) 433-4250, Fax: None
Chief Compliance Officer
ILEANA M. COHN
2340 COLLINS AVENUE
SUITE 604
MIAMI BEACH
FL
United States
Tel:
(305) 433-4249
I*****@*********M
(Full email address available in API data)
Industry Affiliates
| BLUE INVESTMENT PARTNERS II, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BLUE INVESTMENT PARTNERS, LLC | Domestic Entity | – | MANAGING MEMBER | 02/2022 | > 75% |
| FINEMAN, CHERYL, BETH | Individual | – | CHIEF ADMINISTRATIVE OFFICER | 02/2022 | < 5% |
| DHODY, SANJAN, [NO MIDDLE NAME] | Individual | – | CHIEF EXECUTIVE OFFICER | 02/2022 | < 5% |
| DHODY, SANJAN, [NO MIDDLE NAME] | Individual | BLUE INVESTMENT PARTNERS, LLC | MANAGING MEMBER | 02/2022 | > 75% |
| COHN, ILEANA, MARIA | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2022 | < 5% |