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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Momentum elementRadial +more
- Established Date
- 04-01-2007
- Office Locations
- 1
Office Locations
About Blue Marble Investments
Blue Marble Investments is a Santa Barbara, CA RIA serving retail and institutional clients, including entrepreneurs. The firm provides portfolio construction and broader planning support such as insurance and business-succession guidance. Investment work emphasizes asset allocation using mutual funds and ETFs, with stated interest in ESG/impact and socially responsible themes. Primary custodian includes Charles Schwab.
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Owner & Executives
ARTURO ANDRES TABUENCA
Managing Member, Managing Partner
- CRD
- #2134379
- Ownership
- 75% or more
Linda Smith Shelby
Chief Administrative Officer, Chief Compliance Officer
- CRD
- #1286574
- Ownership
- 5% but less than 10%
Peak radial
Quantum prime harbor
- CRD
- #93134
- Ownership
- 11.2%
Showing 2 of 3 owners & executives
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Sierra Kathryn Smith
--
- CRD
- #7373331
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $205,057,533 | $498,923 |
| Non-Discretionary | $0 | -- |
| Total | $205,057,533 | $498,923 |
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Separately Managed Accounts
Total SMA Asset: $205,057,533
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $440,425,827 | 21.0% |
| Equity - Exchange | $161,489,470 | 7.7% |
| Cash | $480,273,879 | 22.9% |
| Corporate - Investment Grade | $755,015,704 | 36.0% |
| Municipal Bonds | $260,060,965 | 12.4% |
| Total | $2,097,265,845 | 100.0% |