BLUEVINE ADVISORY LLC

Overview

Bluevine Advisory LLC is a small SEC-registered registered investment adviser (registration year 2023) that provides discretionary portfolio management to institutions and to individuals/small businesses. The firm charges clients on a percentage-of-AUM basis and operates with a concentrated asset base, preferring pooled public funds as the primary vehicle for implementing equity and fixed-income exposure. The firm is not flagged as an active ESG investor and is not described as a pension consultant or related adviser. Investment activity centers on outsourced fund managers and mutual-fund structures rather than large direct security positions. Bluevine’s advisory mandate includes both institutional portfolio management and tailored management for smaller business and individual clients, indicating flexibility in account structure but a consistent reliance on third-party fund products for core allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices