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BLUE SLATE INVESTMENT MANAGEMENT
BLUE SLATE INVESTMENT MANAGEMENT, LLC
CRD 332847
69 COLLEGE STREET, BURLINGTON, VT, 05401, United States
Phone
802-242-0019
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.3M
Discretionary AUM
$13.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $1.8M |
| High net worth individuals | 12 | $12.4M |
All web addresses on file
Official SEC filing: View on IAPD