A complete list of active advisors currently associated with Blue3 Investments LLC
Warmer can help you find a great advisor at Blue3 Investments LLC or one who fits your needs even better.
Blue3 Investments is a SEC‑registered investment adviser that offers discretionary and non‑discretionary portfolio management and advisory services intended for individuals and qualified entities, including high‑net‑worth individuals, families, trusts, estates, corporations, and private investment vehicles. The firm reports it has not yet commenced managing client assets and therefore had no regulatory assets under management as of the brochure date. The firm implements client portfolios through model‑based strategies (e.g., USD Liquidity/Capital Preservation, Conservative through Aggressive Growth) and bespoke allocations, combining top‑down macro and cyclical analysis with bottom‑up security selection while emphasizing disciplined asset allocation, diversification, liquidity, and risk measurement. Blue3 may use a broad range of instruments — including non‑U.S. equities and bonds, private equity and debt, real estate funds, hedge funds, ETFs, and derivatives — and may employ margin or securities‑backed borrowing and performance‑based fee arrangements for eligible qualified clients. Blue3 is atypical among its peers because its principal office and corporate parent are based in São Paulo, Brazil, and it operates alongside Brazil‑registered affiliated entities (Blue3 Asset and Troon Gestora) and common ownership ties to XP Inc., reflecting a cross‑border operating model and potential non‑U.S. client focus. The firm also operates as a single‑adviser practice, is under common ownership with a FINRA broker‑dealer (XP Investments US, LLC) it may recommend for custody or brokerage, and discloses referral/promoter arrangements (including promoter compensation terms) and other affiliated‑entity relationships that it manages through disclosure and supervisory procedures.
To learn more about the advisors currently working at Blue3 Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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