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Blue Marble Investments, LLC (San Luis Obispo)


Blue Marble Investments, LLC is an adviser based in San Luis Obispo. It manages $18 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2006.

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Blue Marble Investments provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. 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 Marble Investments: assets under management

The assets under management (AUM) of Blue Marble Investments, LLC is $18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $418.6 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Blue Marble Investments, 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.

Based in San Luis Obispo

The principal office where Blue Marble Investments, LLC performs its advisory services is located at 1540 Marsh Street, San Luis Obispo, CA 93401, 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 805-595-1820 or by fax 805-595-1822. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.earthfolio.net.


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