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
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Horizon Peak Ember capital
Client Personas
Summit
Custodian
Insight atlas Catalyst Vital zenith
Investment Themes
Element
Investment Vehicles
Timber
Platform
Frontier oak Catalyst
Services
Element Delta value Pioneer bridge Delta bridge Focus Atlas oak Insight meridian Quantum wave Capital focus
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% |