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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-24-2018
- Office Locations
- 1
Office Locations
About Blueview Investment LLC
BlueView Investment is a boutique investment manager focused on identifying winners in technology-driven disruption through intensive, forensic field research and long-term security selection. It serves institutions and individuals and constructs portfolios largely with ETFs and public funds. Led by CIO Mark Miller (30 years’ experience; WSJ “Best on the Street” and FT/StarMine award winner). Its BlueView Fund reports near-zero correlation to major equity and bond indexes.
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Investment Themes
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Owner & Executives
MARK ROBERT MILLER
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #2532532
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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