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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-21-2023
- Office Locations
- 1
Office Locations
About Blue River Capital Management
Blue River Capital Management is an RIA serving clients at all stages of life with comprehensive wealth management and financial planning. The team uses decades of market data, academic research, and empirical observations to systematically construct tax-efficient, diversified portfolios with a disciplined, personalized approach. Client experience is supported by modern tech, including an Orion client portal, and a transparent fee structure.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
PHILIP WALTER BAGDADE
Chief Compliance Officer
- CRD
- #6134042
- Ownership
- 50% but less than 75%
Jack Thomas Dukeminier
--
- CRD
- #7057801
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,852,413 | -- |
| Non-Discretionary | $626,532 | -- |
| Total | $41,478,945 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,478,945
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,667,766,985 | 22.2% |
| Equity - Exchange | $420,697,978 | 5.6% |
| Cash | $1,757,916,551 | 23.4% |
| Equity - OTC | $1,750,404,088 | 23.3% |
| U.S. Government/Agency | $1,915,678,293 | 25.5% |
| Total | $7,512,463,895 | 100.0% |