Blue Capital Advisors LLC (Miami)

Name: Blue Capital Advisors LLC
Address: 701 Brickell Ave., Miami, FL, 33131
Telephone: 917-331-9562

Blue Capital Advisors LLC is a large advisory firm based in Miami. It manages $223 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Florida.

Blue Capital Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blue Capital Advisors: assets under management

The assets under management (AUM) of Blue Capital Advisors LLC is $223 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 80% since the beginning of its operation, and $222.51 million of the total AUM is attributable to clients outside of the United States.

The firm manages $223 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.58 million each.

Investments

The firm invests in non-exchange traded securities the most. They account for 24% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 22% of the firm’s portfolio. Investments in exchange traded securities form 17% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blue Capital Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Blue Capital Advisors serves?

The only and largest group of clients of Blue Capital Advisors is high net worth individuals with 12 clients and $223 million of assets under management. Among the 9 most similar advisory firms, Blue Capital Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $223 million for 12 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 99% of the firm’s clients are foreign persons or businesses.

Blue Capital Advisors doesn't advise any private funds.

Careers at Blue Capital Advisors LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hector Francisco Villaescusa	Member; manager; chief executive officer; chief compliance officer	1 Jul 2017	75% - 100%	4185707
Evelyn Anne Blanch	Chief compliance officer; chief operations officer; aml compliance officer	1 Nov 2018	Other	3268871

Based in Miami

The principal office where Blue Capital Advisors LLC performs its advisory services is located at 701 Brickell Ave., Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 917-331-9562. The normal business hours are 9:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at bluecapa.com.