How does the advisor help clients – Key Takeaways:
BLUE ROAD MANAGEMENT, L.P. is committed to providing expert financial guidance and management to its clients. By utilizing comprehensive research, cutting-edge technology, and personalized strategies, the firm aims to help its clients achieve their financial goals and maximize their wealth.
Facts and Insights
Founded in 2008, BLUE ROAD MANAGEMENT, L.P. has been in the financial industry for over a decade. With a team of experienced and knowledgeable advisors, the firm has built a strong reputation and established itself as a trusted name in the industry. As of the firm’s most recent SEC filing in March 2021, BLUE ROAD MANAGEMENT, L.P. reported $500 million in assets under management.
In addition to asset management, BLUE ROAD MANAGEMENT, L.P. also provides a wide range of financial services to its clients. From portfolio management and retirement planning to tax and estate planning, the firm offers comprehensive solutions to help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 13 years |
Financial Services Offered
- Portfolio management
- Retirement planning
- Tax planning
- Estate planning
- Wealth management
- Investment planning
- College planning
Client Types:
- Individuals
- High net worth individuals
- Families
- Businesses
Fees & Compensation:
BLUE ROAD MANAGEMENT, L.P. charges fees based on a percentage of assets under management. For investment advisory services, fees typically range from 0.5% to 2.0% of assets under management. The firm may also receive compensation from third-parties, such as mutual fund companies, for recommending their products to clients. However, the firm is committed to always acting in the best interest of their clients.
Background:
BLUE ROAD MANAGEMENT, L.P. is a registered investment advisor based in New York City. The firm was founded in 2008 by a team of experienced financial professionals who share a common goal of helping clients achieve financial success. With a strong focus on research and technology, the firm continues to evolve and adapt to the ever-changing financial landscape.
Financial Advisor Disclosures to Know:
As a registered investment advisor, BLUE ROAD MANAGEMENT, L.P. is required to disclose any potential conflicts of interest and any disciplinary actions taken against the firm or its advisors. The firm has a clean disciplinary record and strives to maintain the highest ethical standards when it comes to managing clients’ assets.