The BLUE DIAMOND CAPITAL INVESTMENT ADVISORS is a privately held investment adviser that advises $301.35mn in regulatory assets under management held in 2 SEC fund types across 4 investment strategies. BLUE DIAMOND CAPITAL INVESTMENT ADVISORS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 6.67% over the last 1-years.
The Group has been registered with the SEC for 1.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 180 N UNIVERSITY AVE SUITE 250, PROVO, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $301.35mn in assets advised are owned by 10 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $81.36mn or 27% of Total Assets.
The Group's top investment strategies include Real Estate, Early Stage and Traditional LBO, representing 40.52%, 24.72% and 22.56% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 10 private funds with $81.36mn in assets.
The Group discloses fixed fees.
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.