SourcingSourcing

BLUEVINE ADVISORY LLC

C33
CRD 326599·SEC 801-128028·JERSEY CITY, NJ
AUM
$8.9M
<$25M
Est. Revenue
$89K
@ 1% on AUM
Est. EBITDA
$27K
@ 30% margin
Est. Deal Value
$215K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUEVINE ADVISORY LLC
CRD
326599
SEC file #
801-128028
EIN
—
DBA names
—

Economics

AUM
$8.9M
AUM band
<$25M
AUM trajectory
'25'26
$2.3M → $8.9M▲ +293%
Client mix
Corporations289
Insurance Companies9

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
JERSEY CITY NJ
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleymedium confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
bluevine.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLUEVINE INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
BLUEVINE INC.
ELHANCE GARG, POOJA
Solo Advisor Indicator
Yes
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
ok
Rdap Domain
BLUEVINE.COM
Rdap Domain Creation Date
2001-06-28T10:40:51Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Morgan Stanley1
Full
E*trade4
Pershing3
Morgan Stanley1
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-06-28T10:40:51Z
Rdap Domain Last Changed
2026-03-23T21:55:05Z
Rdap Nameservers
Ns-1084.awsdns-07.orgNs-1626.awsdns-11.co.ukNs-419.awsdns-52.comNs-678.awsdns-20.net
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (1)

1
ELHANCE GARG, POOJA
Executive Officer · 2.5%
5476113