CRD: 301968
Pavion Blue Capital, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-16-2019
- Office Locations
- 1
Office Locations
About Pavion Blue Capital, LLC
Pavion Blue Capital, LLC is a fee-only fiduciary that builds and manages individualized investment portfolios. The firm follows a disciplined, long-term approach focused on identifying investments trading at sizable discounts to underlying value, aiming to maximize return while minimizing risk. Client service is tailored to each relationship with proactive communication as needed, and assets are held with an independent custodian such as Fidelity Investments.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERIC SIANG WONG
Financial Advisor, General Partner, Managing Member
- CRD
- #1743789
- Ownership
- 75% or more
JAMES MARTIN OGHIGIAN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2658393
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $416,570,969 | $839,861 |
| Non-Discretionary | $27,093,737 | $1,083,749 |
| Total | $443,664,706 | $851,564 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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