SourcingSourcing

BLUE CHIP PARTNERS, LLC

C27
CRD 132437·SEC 801-64705·FARMINGTON HILLS, MI
AUM
$1.88B
$1B+
Est. Revenue
$18.8M
@ 1% on AUM
Est. EBITDA
$5.6M
@ 30% margin
Est. Deal Value
$45.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUE CHIP PARTNERS, LLC
CRD
132437
SEC file #
801-64705
EIN
201290017
DBA names
—

Economics

AUM
$1.88B
AUM band
$1B+
AUM trajectory
'20'26
$537.0M → $1.88B▲ +250%
Client mix
Individuals High Net Worth522
Individuals Other479
Pension Profit Sharing Plans2
Charitable Organizations2
Corporations2

Operations

Employees (total)
34
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'20'26
6 advisors → 18 advisors▲ +200%
Primary office
FARMINGTON HILLS MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
facebook.com/bluechippartnersllc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BCP VENTURES, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
BCP VENTURES, INC.
Donofrio, Eric, Paul
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:bluechip.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
30
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001632801
Edgar Registered
Yes
Edgar Filing Count
48
Edgar First Filing Date
2015-02-12
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
46
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001632801-26-000003
Edgar Former Names
Blue Chip Partners, Inc.

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
20
Bc Firm IAR Count
20
Custodian Candidates
Full
Charles Schwab6
Raymond James4
E*trade4
Edgar Addresses
Mailing
38505 COUNTRY CLUB DRIVE, SUITE #150FARMINGTON HILLS, MI 48331
Business
38505 COUNTRY CLUB DRIVE, SUITE #150FARMINGTON HILLS, MI 48331
Edgar EIN
201290017
Edgar Recent Filings
13F-HR2026-05-15 · 0001632801-26-000003
13F-HR2026-02-18 · 0001632801-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (21)

21
STEINBERG, ROBERT, KEVIN
IAR · Executive Officer · 2.5%
1478400
SEDER, DANIEL, EDWARD
IAR · Executive Officer · 2.5%
4446418
GOSS, ERIN, ELIZABETH
IAR · Executive Officer · 2.5%
4572753
Donofrio, Eric, Paul
Executive Officer · 2.5%
7092282
NAOKO MCKELVEY
IAR
4418886
Adam Robert Larkin
IAR
6636496
Julia Shaw
IAR
7144280
Deborah Edith VanDam
IAR
7716800
Mitchell Lee Kahl
IAR
8037411
Emily Elizabeth Prater
IAR
7442272
Vincent Parrack
IAR
7431450
Gina Renee DiGirolamo
IAR
7318298
DANIEL DUSINA
IAR
6569209
TIMOTHY GERARD REAUME
IAR
2158530
Hayden John Kibbey
IAR
7563064
MATTHEW PATRICK MONDOUX
IAR
5544221
Jonathan Arthur Johnson
IAR
6888918
DAVID SCOTT FORET
IAR
5995048
Andrea Rochelle Cloutier
IAR
7867339
Cody James Vanderhagen
IAR
7311427
TINA A TROUP
IAR
6402780