BLUE SPARK CAPITAL ADVISORS

Overview

Blue Spark Capital Advisors is an independent registered investment adviser organized as an LLC that began SEC registration in 2015. The firm focuses on financial planning and portfolio management for individuals, families and small businesses and charges clients on a percentage-of-AUM basis. Blue Spark runs a discretionary program—the firm reports its full AUM as discretionary—and tilts its manager and product selection toward privately offered vehicles and third-party alternative managers rather than being a multi-manager capital allocator that builds external fund platforms. Investment activity concentrates on private funds as a primary allocation sleeve, supplemented by traditional mutual funds for core equity and fixed income exposure. The firm does not identify as an active ESG investor. Its model blends separately managed accounts and pooled private funds to create diversified client portfolios while using external hedge fund and real estate managers where appropriate.

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Location & Offices