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Bluevine Advisory LLC

● SEC registered since 2023CRD 326599SEC# 801-128028Jersey City, NJ
Export (members)
Reg. AUM
$2.3M
Employees
5
Accounts
54
Location
Jersey City, NJ

Bluevine Advisory LLC assets under management

Bluevine Advisory LLC is a registered investment adviser overseen by the SEC based in Jersey City, NJ. The firm has been registered since 2023. It reports $2.3 million in regulatory assets under management and employs 5 people.
www.bluevine.comView on SEC.gov ↗

Bluevine Advisory LLC owners & executives

2 reported
NameTitleOwnershipSince
Bluevine Inc. ControlSole MemberOver 75%2023
Harris Jason BognerChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Bluevine Advisory LLC manage?

Bluevine Advisory LLC reports $2.3 million in regulatory assets under management on its Form ADV.

How many employees does Bluevine Advisory LLC have?

Bluevine Advisory LLC reports 5 employees.

Where is Bluevine Advisory LLC located?

Bluevine Advisory LLC is based in Jersey City, NJ and has been SEC-registered since 2023.

Does Bluevine Advisory LLC disclose fund performance?

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

Contact & registration

Address30 Montgomery Street, Suite 1400, Jersey City, NJ 07302
Phone1-800-216-9619
Office hours8a.m. - 8p.m. Et
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.3M
Non-discretionary$0
Total (RAUM)$2.3M