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BLUELIST PARTNERS, LLC
CRD 304568 · SEC 801-117032
300 ELLICOTT STREET, SUITE A3, OCCOQUAN, VA, 22125, United States
Phone
703-407-1834
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.3M
Discretionary AUM
$134.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $5.1M |
| High net worth individuals | 75 | $129.1M |
States served
MD, VA, NH
Official SEC filing: View on IAPD