BLAUVELT CAPITAL ADVISORS LLC
Adviser information for BLAUVELT CAPITAL ADVISORS LLC last updated from Form ADV on March 28th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-76960 |
|---|---|
| SEC ERA File Number | 802-76960 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163466 |
| Legal Entity Identifier | None |
Principal Office
5800 HIGHLAND DRIVECHEVY CHASE
MD
United States
Monday - Friday, 9 AM - 5 PM
Tel: 646-465-4972, Fax: None
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| BLAUVELT CAPITAL ADVISORS III LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BLAUVELT CAPITAL MASTER FUND III, LTD. | Private Equity Fund | $65.5M | $0.0M | 9 |
| BLAUVELT CAPITAL MASTER FUND, LTD. | Private Equity Fund | $0.9M | $0.0M | 9 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CRUZ, RODRIGO, ALEJANDRO | Individual | – | MANAGING MEMBER OF BLAUVELT CAPITAL ADVISORS, LLC | 05/2012 | 25-50% |
| FERNANDEZ, EDUARDO, JAVIER | Individual | – | MEMBER OF BLAUVELT CAPITAL ADVISORS, LLC | 01/2015 | 10-25% |
| STAVRINIDES, MICHALIS | Individual | – | SENIOR ADVISOR/MEMBER OF BLAUVELT CAPITAL ADVISORS, LLC | 01/2015 | < 5% |
| BERTHOLD INVESTMENTS, LLC | Domestic Entity | – | MEMBER OF BLAUVELT CAPITAL ADVISORS, LLC | 01/2015 | 25-50% |
| STAVRINIDES, MICHALIS | Individual | BERTHOLD INVESTMENTS, LLC | MEMBER | 11/2014 | > 75% |
| CRUZ, RODRIGO, ALEJANDRO | Individual | – | MANAGING MEMBER OF BLAUVELT CAPITAL ADVISORS III, LLC | 02/2018 | > 75% |
| STAVRINIDES, MICHALIS | Individual | – | SENIOR ADVISOR/MEMBER OF BLAUVELT CAPITAL ADVISORS III, LLC | 02/2018 | < 5% |
| BERTHOLD INVESTMENTS, LLC | Domestic Entity | – | MEMBER OF BLAUVELT CAPITAL ADVISORS III, LLC | 02/2018 | 10-25% |