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- Custodian
- Altruist · Betterment · Pershing
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-08-2019
- Office Locations
- 1
Office Locations
About Bluereef Capital
Bluereef Capital is a Miami-based, digital-first investment adviser offering actively managed, ETF-based portfolios alongside high-yield savings and retirement solutions, including IRA setup and 401(k) rollovers. Clients manage accounts through a 24/7 financial dashboard to track money movements and portfolio progress, with an emphasis on accessible account opening and support available in English and Spanish.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 40 clients, or 40 clients per representative. That equates to $120.4K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Bluereef Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Alejandro Augusto Contreras
Chief Compliance Officer, Managing Partner
- CRD
- #7080005
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,816,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,816,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bluereef Capital has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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