Blue Room Investment Advisors

RIASEC Registered
Total AUM
$12.4M
Discretionary
$12.4M
100% of AUM
Avg account
$6.2M
Accounts
2
Employees
4
Advisory reps
1

Firm details

Headquarters
Denver, Colorado
CRD number
320891
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM
Client types
  • HNWI61.95%
  • Pooled Investment Vehicles38.05%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Room Investment Advisors is organized as an LLC and operates as an investment manager with a hedge-fund orientation that serves institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for both individual/small business clients and pooled investment vehicles. It also serves as sponsor, general partner and managing member of pooled vehicles it manages, indicating active involvement on both the advisory and operational sides of its private funds. Blue Room identifies equities as its primary preference and does not position itself as an ESG-focused manager. The firm is individually owned and is not structured as a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Minyoung Sohn

    Minyoung Sohn

    FounderCRD 3107049

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
490 S Santa Fe Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth