CRD: 304568
Bluelist Partners, LLC
Occoquan, VA, 22125
7034071834
$134.3M Total AUM
$134.3M Disc. AUM
9.1% 3Y CAGR
1 Employees
86 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-08-2019
- Office Locations
- 1
Office Locations
300 Ellicott Street Suite A3 Occoquan VA
About Bluelist Partners, LLC
Bluelist Partners, LLC is a Occoquan-based RIA. The firm has been operating for 6 years. Managing $134.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction, Wealth Planning.
Team overview
-- AVG AGE
$134.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Crest eagle
Investment Themes
Crest capital
Investment Vehicles
Pathway pathway
Services
Timber North insight Bridge
Owner & Executives
G
GLENN EDWARD RYHANYCH
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #1218052
- Ownership
- 75% or more
(257) 492-4358
fusion.eagle@unisoncapital.com
in linkedin.com/in/pathway-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $134,254,891 | $1,598,273 |
| Non-Discretionary | $0 | -- |
| Total | $134,254,891 | $1,598,273 |
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Separately Managed Accounts
Total SMA Asset: $134,254,891
Municipal Bonds:
28.5% Equity - Exchange:
36.3% Cash:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $2,003,220,820 | 28.5% |
| Equity - Exchange | $2,551,470,729 | 36.3% |
| Cash | $2,474,153,434 | 35.2% |
| Total | $7,028,844,983 | 100.0% |