$301.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
10 ADV. Clients
2 yrs Firm Age
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- Custodian
- Bank OF America
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2024
- Office Locations
- 1
Office Locations
180 N University AVE Suite 250 Provo UT
About Blue Diamond Capital Investment Advisors
Blue Diamond Capital Investment Advisors is an SEC-registered RIA providing advisory services for private investment placements, focused on real estate development and operations and private operating companies. The firm also invests across private equity, real estate, and select public securities, emphasizing diversified portfolios and rigorous sourcing and due diligence. Utah-based and led by CPA managing partner Michael Bingham.
Team overview
-- AVG AGE
$150.7M AVG AUM / ADVISOR
$30.1M AVG AUM / CLIENT
1.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
Available
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Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
Deborah H Bingham
--
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
M
Marc C Bingham
--
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $301,352,937 | $9,131,907 |
| Total | $301,352,937 | $9,131,907 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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