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Blue Chip Finance LLC

CRD 281221SEC# 801-123392Caracas
Export (members)
No longer SEC-registered. Blue Chip Finance LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.8M
Employees
7
Accounts
61
Location
Caracas

Blue Chip Finance LLC assets under management

Blue Chip Finance LLC is an investment advisory firm registered with the SEC based in Caracas. It reports $3.8 million in regulatory assets under management and employs 7 people.

Blue Chip Finance LLC owners & executives

2 reported
NameTitleOwnershipSince
Andres Eduardo Rodriguez ControlCustomer Relations Manager50-75%2017
Rafael Andres Tohme Ledezma ControlManaging Director - Principal - Cco50-75%2015

Frequently asked questions

How much does Blue Chip Finance LLC manage?

Blue Chip Finance LLC reports $3.8 million in regulatory assets under management on its Form ADV.

How many employees does Blue Chip Finance LLC have?

Blue Chip Finance LLC reports 7 employees.

Where is Blue Chip Finance LLC located?

Blue Chip Finance LLC is based in Caracas.

Does Blue Chip Finance LLC disclose fund performance?

Blue Chip Finance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressAv. San Felipe, Torre Coinasa, Ph1, Caracas
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$3.5M
Non-discretionary$275K
Total (RAUM)$3.8M