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- Custodian
- Deutsche Bank · Jefferies · Morgan Stanley · Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-31-2022
- Office Locations
- 1
Office Locations
About Dhody Investment Group
Dhody Investment Group (Blue Investment Group) is a Miami Beach, FL investment advisor serving retail and institutional clients, including entrepreneurs, with financial and investment planning. The firm allocates across traditional and alternative strategies—fixed income, ETFs/mutual funds, and private markets (hedge funds, private equity, real estate, venture capital)—and supports impact investing, insurance, and charitable giving. Custody relationships include Morgan Stanley and Raymond James.
Team overview
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Investment Themes
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Owner & Executives
ILEANA MARIA COHN
Chief Compliance Officer
- CRD
- #5527118
- Ownership
- Less than 5%
SANJAN [NO MIDDLE NAME] DHODY
Chief Executive Officer
- CRD
- #2786357
- Ownership
- Less than 5%
Pioneer capital
Unison harbor
- CRD
- #92092
- Ownership
- 48.0%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $341,389,254 | $14,224,552 |
| Non-Discretionary | $0 | -- |
| Total | $341,389,254 | $14,224,552 |
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Separately Managed Accounts
Total SMA Asset: $341,389,254
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $501,572,840 | 21.0% |
| Equity - Exchange | $706,978,860 | 29.6% |
| Private Funds | $219,736,673 | 9.2% |
| Public Funds | $714,144,186 | 29.9% |
| Sovereign Bonds | $246,009,536 | 10.3% |
| Total | $2,388,442,095 | 100.0% |