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- Custodian
- Altruist · Betterment · Pershing
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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