CRD: 332847
Blue Slate Investment Management
$14.3M Total AUM
$13.3M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-15-2024
- Office Locations
- 1
Office Locations
-- Shelburne VT
About Blue Slate Investment Management
Blue Slate Investment Management is a boutique, fee-only fiduciary advisory firm in Vermont providing long-term, disciplined, independent investment management and financial planning for individuals and families. Service is personalized and team-based, with guidance that can adjust as needs change. Custody is available through Charles Schwab & Company.
Team overview
-- AVG AGE
$14.3M AVG AUM / ADVISOR
$622.8K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Custodian
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Investment Themes
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Owner & Executives
E
ERIK GIARD-CHASE
Chief Compliance Officer, Chief Investment Officer, Owner
- CRD
- #5210469
- Ownership
- 75% or more
(829) 812-8449
catalyst.vertex@pathwaycapital.com
in linkedin.com/in/eagle-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,297,901 | -- |
| Non-Discretionary | $1,025,442 | -- |
| Total | $14,323,343 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,323,343
Equity - Exchange:
23.7% Public Funds:
26.5% Cash:
22.3% U.S. Government/Agency:
27.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,039,256,345 | 23.7% |
| Public Funds | $2,280,181,145 | 26.5% |
| Cash | $1,918,793,945 | 22.3% |
| U.S. Government/Agency | $2,366,225,717 | 27.5% |
| Total | $8,604,457,152 | 100.0% |