BLUEIO MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BURLINGTON, Massachusetts
CRD number
290649
Registered since
March 16, 2020

Firm profile

FINTRX

Overview

Blueio Management, LLC is a small, SEC‑registered adviser that appears to operate primarily as a sponsor of pooled private funds rather than as a traditional adviser to retail or institutional advisory accounts. The firm registered with the SEC in 2020 and is organized as a limited liability company under individual ownership. Public disclosures indicate Blueio Management does not position itself as a capital allocator to third‑party managers, is not an active ESG investor, and is not structured as a multi‑state advisory platform or a pension consultant. Investment activity centers on venture capital vehicles. The profile of fund sizes and number of funds suggests a focus on early‑stage or seed investments where smaller, concentrated funds are typical. The adviser’s structure and product mix point to a manager that sources, diligences and manages direct equity commitments through its funds rather than operating separately managed accounts or serving a broad advisory client base.

Assets & Accounts

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

Owners & executives

1 of 1
  • DAVID FURNEAUX

    Founder, Chairman & CEOCRD 6043647

Contacts

1 of 1
  • JAN HAAS

    PresidentCRD 2523550

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BURLINGTON, MA

MIDDLESEX

Location

BURLINGTON, MA

Headquartered in BURLINGTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
Co Goodwin Partners Smt Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth