Blue Ridge Investments LLC

Overview

Blue Ridge Investments LLC is an independent registered investment adviser organized as a limited liability company that serves high-net-worth individuals, families and institutional clients. Its advisory scope includes financial planning and portfolio management for individuals, small businesses and larger business or institutional accounts. The firm uses a mix of billing methods—percentage of AUM, hourly charges and performance-based fees—rather than a single fee model. The firm maintains several industry linkages: it lists affiliations with an insurance company and a real estate broker, and it sponsors limited partnerships (excluding pooled investment vehicles). The dataset identifies Blue Ridge Investments as not actively pursuing ESG investing and not operating as a multi-state adviser. It is also not flagged as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices