BLUE MARBLE INVESTMENTS
Firm details
- Headquarters
- SANTA BARBARA, California
- CRD number
- 141354
- Registered since
- March 5, 2021
- Website
- www.bluemarble.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.35%
- Individuals24.41%
- Charitable Organizations8.65%
- Corporations / Businesses0.58%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Blue Marble Investments LLC is an SEC-registered advisory firm (registered in 2021) that provides portfolio management primarily for individuals and small businesses and also produces periodicals or newsletters. Ownership is listed as individual, and the firm serves both individual/family and institutional clients. Compensation is based on a percentage of assets under management. The firm indicates it is an active ESG investor; it is not registered as a multi-state adviser, a pension consultant, or a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities24%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Linda Shelby
Chief Administrative OfficerCRD 1286574
Contacts
3 of 3ROBERT SHELBY
MemberCRD 874503
ARTURO TABUENCA
FounderCRD 2134379
Sierra Smith
Investment Advisor RepresentativeCRD 7373331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA BARBARA, CA
SANTA BARBARA
Location
SANTA BARBARA, CA
Headquartered in SANTA BARBARA, CA, in the West of the United States.
- Region
- West
- County
- SANTA BARBARA
- Address
- 1117 State St
- Time zone
- PT (UTC-8)
- Office locations
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