B
CRD: 329173
Blue Devil Advisors LLC
Pittsburgh, PA, 15241
6468359587
$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-09-2024
- Office Locations
- 1
Office Locations
110 Fort Couch Rd. Suite 306 Pittsburgh PA
About Blue Devil Advisors LLC
Blue Devil Advisors LLC is a Pittsburgh-based RIA. The firm has been operating for 2 years. Managing $2.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance.
Team overview
-- AVG AGE
$2.7M AVG AUM / ADVISOR
$665.8K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Signal Meridian
Client Personas
Catalyst unison
Investment Themes
Vertex momentum
Investment Vehicles
Element ridge
Services
Vital momentum Insight
Owner & Executives
M
MICHAEL JOSEPH DONNELLY
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Principal
- CRD
- #2672022
- Ownership
- 75% or more
(561) 959-7637
oak.bridge@catalystcapital.com
in linkedin.com/in/peak-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,663,036 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,663,036 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,663,036
Corporate - Investment Grade:
24.1% Equity - Exchange:
23.2% Cash:
16.1% Public Funds:
26.9% U.S. Government/Agency:
9.7% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $1,413,522,538 | 24.1% |
| Equity - Exchange | $1,360,735,390 | 23.2% |
| Cash | $944,303,438 | 16.1% |
| Public Funds | $1,577,749,223 | 26.9% |
| U.S. Government/Agency | $568,928,159 | 9.7% |
| Total | $5,865,238,748 | 100.0% |