Blume Capital Management, Inc.
Firm details
- Headquarters
- Berkeley, California
- CRD number
- 111768
- Registered since
- October 1, 1998
- Website
- www.blumecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.41%
- Individuals2.5%
- Pension & Profit Sharing Plans0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Blume Capital Management, Inc. is an independent, SEC-registered registered investment adviser that has operated since 1998. Structured as a corporation with individual ownership, the firm focuses on serving individuals and families through financial planning and portfolio management. Its advisory services cover discretionary portfolio management for individual and small-business clients as well as for pooled investment vehicles. Compensation is delivered through a mix of percentage-of-AUM fees, hourly charges and fixed fees. The firm does not present itself as a capital allocator and is not characterized as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1
Jeffrey St. Claire
CEOCRD 3119309
Contacts
3 of 4
Peter Reidenbach
PartnerCRD 5892558
Samaya Patel
Equity Research AnalystCRD 8111846
James Blume
ChairmanCRD 4392313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 114Active vs passive
$251M in ETFs
38%
$95.9M
44%
$155M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 0-3 MONTH TREASURY BILL ETF (VBIL) | Vanguard | $25.6M | 337,853 | 10.18% |
Location
Berkeley, CA
Alameda
Location
Berkeley, CA
Headquartered in Berkeley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 1708 Shattuck Ave
- Time zone
- PT (UTC-8)
- Office locations
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