Blue Rock Advisors, Llc (Wayzata)
Blue Rock Advisors, Llc Is a Large Advisory Firm Based in Wayzata. It Manages $2.75 Billion of Regulatory Assets for 11 Client Accounts. It Has Been Registered...
Blue Rock Advisors, LLC is a large advisory firm based in Wayzata. It manages $2.75 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Minnesota.
Blue Rock Advisors provides portfolio management for pooled investment vehicles 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.
Blue Rock Advisors: assets under management
The assets under management (AUM) of Blue Rock Advisors, LLC is $2.75 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1213% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $2.75 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250.44 million each.
Blue Rock Advisors has custody of $2.75 billion in cash and securities for 11 clients in total but doesn’t act as a qualified custodian.
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Investments
The firm invests in derivatives the most. They account for 49% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 47% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.
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