$242.8M Total AUM
$242.8M Disc. AUM
-- 3Y CAGR
4 Employees
87 ADV. Clients
10 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon wave
- Established Date
- 07-22-2015
- Office Locations
- 2
Office Locations
31 Hudson Yards 11th Floor NEW York NY
41 Madison AVE 40th Floor NEW York NY
About Blue Spark Capital Advisors
Blue Spark Financial (Blue Spark Capital Advisors) is a New York–based RIA focused on women navigating major life transitions. The firm pairs holistic financial planning with investment management, tying portfolio decisions to broader life goals and clients’ attitudes about money. Portfolios may use vehicles such as ETFs and mutual funds, and the practice supports clients through custody on Charles Schwab.
Team overview
57 AVG AGE
$121.4M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
9.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Prime Wave ridge Frontier Peak catalyst Pioneer peak Quantum alpha Element Bridge
Custodian
Capital Vertex bridge Quantum Vital insight Frontier Eagle Crest Summit Zenith glacier Crest Pioneer vertex Insight Pathway pioneer Summit Foundation
Fund Managers
Harbor Horizon pioneer Vector alpha
Investment Themes
Vital Capital legacy Momentum momentum Vertex
Investment Vehicles
Summit crest Catalyst horizon
Platform
Zenith
Services
Optima vital Frontier ridge Element prime Matrix Momentum Element north Wave focus Fusion pathway Legacy Value catalyst Ridge fusion
Technology
Wave
Owner & Executives
MAURA SIOBHAN GRIFFIN
--
- CRD
- #4162305
- Ownership
- 75% or more
(412) 406-3697
atlas.unison@pathwaycapital.com
in linkedin.com/in/eagle-atlas
Showing 1 of 1 owners & executives
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MATTHEW LENT CAREY
Investment Advisor
- CRD
- #2677250
(956) 454-3270
focus.glacier@timbercapital.com
in linkedin.com/in/optima-focus
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $242,792,792 | $768,332 |
| Non-Discretionary | $0 | -- |
| Total | $242,792,792 | $768,332 |
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Separately Managed Accounts
Total SMA Asset: $242,792,792
Private Funds:
17.7% Equity - Exchange:
29.6% Corporate - Investment Grade:
9.8% U.S. Government/Agency:
8.5% Municipal Bonds:
34.4% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,409,119,111 | 17.7% |
| Equity - Exchange | $2,356,492,976 | 29.6% |
| Corporate - Investment Grade | $780,190,242 | 9.8% |
| U.S. Government/Agency | $676,695,618 | 8.5% |
| Municipal Bonds | $2,738,626,973 | 34.4% |
| Total | $7,961,124,920 | 100.0% |