Blue River Capital Management

Blue River Capital Management provides ongoing portfolio management to individual and high-net-worth clients, creating an Investment Policy Statement for each relationship and offering both discretionary and non-discretionary services. The firm reports managing about $41.5 million across roughly 55 clients and charges asset-based (percentage-of-AUM) fees as its primary billing method.

The firm’s investment process combines fundamental analysis, modern portfolio theory, and technical analysis and emphasizes long-term trading with a primary focus on equities while also using mutual funds, ETFs (including precious-metal ETFs), TIPS and non-U.S. securities. BRCM seeks discretionary trading authority for many accounts but accommodates client-directed restrictions and delivers monthly custodian statements plus at least quarterly written reports.

Notable features include its recent establishment (formed in July 2023 and registered in November 2023) yet a relatively concentrated client base supported by two advisors and two offices, and an absence of an account minimum. The firm discloses limited custody via standing letters of authorization for a small number of clients, a principal who also provides accounting services outside the firm (a potential conflict disclosed in the brochure), and recently added Fidelity as an additional custodian while recommending Schwab Institutional for access to institutional services.