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Bluegrass Investment Management, LLC (Versailles)


Bluegrass Investment Management, LLC is an adviser based in Versailles. It manages $65.05 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Kentucky.

Bluegrass Investment Management provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bluegrass Investment Management: assets under management

The assets under management (AUM) of Bluegrass Investment Management, LLC is $65.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $65.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.26 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bluegrass Investment Management, LLC for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Bernard Vincent Tew Member 1 Dec 2005 25% - 50% 2703051
Llc Tew Enterprises General partner 1 Dec 2005 Other 20-4400036
Andrea Bennett Tew Member 1 Dec 2005 25% - 50% 2779371
Stephanie Louise Tew Trustee 1 Dec 2010 Other 5954396
Vincent Arthur Tew Trustee 1 Dec 2010 Other 5954402
Andrea Bennett Tew Trustee 1 Dec 2010 Other 2779371

Based in Versailles

The principal office where Bluegrass Investment Management, LLC performs its advisory services is located at 910 Aiken Rd., Versailles, KY 40383, 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 859-396-5540 or by fax 614-334-5103. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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