DBA: SAPPHIRE BLUE INVESTMENT PARTNERS
| Total AUM | $200.0M |
| Discretionary | $200.0M100% of AUM |
| Client Accounts | 1,025 |
| Avg Account Size | $195K |
| Employees | 4 |
| Peak AUM | $200.7MMar 2024 |
Total AUM
$200M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $200M | +10.7% | +5.2% | +12.7% | |
| Discretionary AUM | |||||
| Total AUM | $200.0M |
| Discretionary | $200.0M |
| Employees | 4 |
| Client Accounts | 1025 |
| Client Range | 26-50 |
Address
12272 N. FENTON ROAD,
FENTON MI 48430
Phone
810-714-9456
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$200M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
No related registrations reported
| $200M |
| +10.8% |
| +5.5% |
| +12.9% |
| Total Accounts | 1k | 0.9% | 0.5% | +7.0% |
| Avg Account Size | $195,094.971 | +11.7% | +5.8% | +5.3% |
| Employees | 4 | 33.3% | 20.1% | 12.8% |
| AUM / Employee | $50M | +66.1% | +31.8% | +29.1% |
Client AUM Segments | |||||
| Wealth AUM | $187M | +9.9% | +4.9% | +13.1% | |
| Institutional AUM | $13M | +24.5% | +9.9% | +6.8% | |
Client Count Segments | |||||
| HNW Clients | 308 | 68.8% | 15.5% | 3.2% | |
| Institutional | 16 | 11.1% | +16.5% | +9.7% | |
| Individuals | 68 | 98.6% | +19.8% | +28.5% | |