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Blue Marble Investments, LLC

● SEC registered since 2021CRD 141354SEC# 801-120447Santa Barbara, CA
Export (members)
Reg. AUM
$181.4M
Employees
3
Accounts
407
Location
Santa Barbara, CA

Blue Marble Investments, LLC assets under management

Blue Marble Investments, LLC operates as an SEC-registered investment adviser based in Santa Barbara, CA. The firm has been registered since 2021. It reports $181.4 million in regulatory assets under management and employs 3 people.

Blue Marble Investments, LLC owners & executives

3 reported
NameTitleOwnershipSince
Arturo Andres Tabuenca ControlManaging MemberOver 75%2006
Linda Smith Shelby ControlChief Compliance Officer/Chief Administrative Officer5-10%2017
Robert Brown ShelbyMember5-10%2007

Frequently asked questions

How much does Blue Marble Investments, LLC manage?

Blue Marble Investments, LLC reports $181.4 million in regulatory assets under management on its Form ADV.

How many employees does Blue Marble Investments, LLC have?

Blue Marble Investments, LLC reports 3 employees.

Where is Blue Marble Investments, LLC located?

Blue Marble Investments, LLC is based in Santa Barbara, CA and has been SEC-registered since 2021.

Does Blue Marble Investments, LLC disclose fund performance?

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

Contact & registration

Address1117 State St. #85, Santa Barbara, CA 93101
Phone805-595-1820
Office hours8:30a.m. - 4:30p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1847704
Discloses disciplinary historyNo

Assets under management

Discretionary$181.4M
Non-discretionary$0
Total (RAUM)$181.4M