Blue River Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.85% $2,000,001 - $10,000,000: 0.60% $10,000,001 - AND UP: 0.35%
Main office
Portland OR
Advisors at this office
2
Most active in
Oregon · Washington
Also doing business as
Blue River Capital Management · Blue River Capital Management, LLC
Disclosures
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jack D
CFA®
Portland, OR
Blue River Capital Management
Jack Dukeminier is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Blue River Capital Management, where he has worked since 2023. His prior roles include positions at Baker Ellis Asset Management LLC, Tru Independence Asset Management, LLC, and FTI Consulting. Blue River Capital Management provides portfolio management services to individual and high-net-worth clients, employing a combination of fundamental analysis, modern portfolio theory, and technical analysis with a focus on long-term equity trading. The firm manages approximately $41.5 million across about 55 clients and offers both discretionary and non-discretionary services.
Philip B
CFA®, Series 65
Portland, OR
Blue River Capital Management
Philip Bagdade is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has worked at Baker Ellis Asset Management, LLC from 2012 to 2023 before joining Blue River Capital Management in 2023. Blue River Capital Management provides portfolio management services to individual and high-net-worth clients without an account minimum. The firm employs an equity-focused investment approach that incorporates fundamental analysis, modern portfolio theory, and technical analysis, managing accounts on both discretionary and non-discretionary bases.
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