$2.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
7 yrs Firm Age
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- Custodian
- Assetmark · Charles Schwab & Company · Transamerica
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-21-2019
- Office Locations
- 1
Office Locations
100 Wilshire Blvd Suite 700 Santa Monica CA
About MB Blue GP LLC
MB Blue GP LLC is a Santa Monica, CA advisory firm providing investment management alongside retirement and tax planning. The firm intentionally keeps a selective client base aligned around long-term goals and time horizons. Serves retail and institutional relationships and works with custodians such as Charles Schwab.
Team overview
-- AVG AGE
$2.6M AVG AUM / ADVISOR
$93.1K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
Vector
Platform
Horizon Legacy bridge
Services
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Owner & Executives
MATTHEW BENITO BURNIAS
Chief Compliance Officer, Managing Member
- CRD
- #5934575
- Ownership
- 75% or more
(267) 478-2125
value.radial@unisoncapital.com
in linkedin.com/in/eagle-vector
M
Mark Samuel Abinante
--
- CRD
- --
- Ownership
- Less than 5%
(776) 561-4389
signal.frontier@wavecapital.com
in linkedin.com/in/fusion-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,606,000 | -- |
| Total | $2,606,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,606,000
Equity - Exchange:
21.2% U.S. Government/Agency:
17.5% Corporate - Investment Grade:
15.5% Public Funds:
18.6% Cash:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,810,055,686 | 21.2% |
| U.S. Government/Agency | $1,494,149,741 | 17.5% |
| Corporate - Investment Grade | $1,323,389,770 | 15.5% |
| Public Funds | $1,588,067,725 | 18.6% |
| Cash | $2,322,335,597 | 27.2% |
| Total | $8,537,998,519 | 100.0% |