Blue River Capital Management

Overview

Blue River Capital Management is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and runs primarily discretionary strategies, suggesting day-to-day portfolio authority for most client relationships. Its activity shows a clear tilt toward pooled public investment vehicles — primarily mutual funds — rather than direct-stock concentrated strategies. Blue River Capital Management does not identify as an active ESG investor and operates with a compact client base rather than a broad institutional roster. An accounting affiliation is noted in its activities, which can support tax-aware planning and coordination for client households.

Assets & Accounts

Public Holdings

Location & Offices