BlueView Investment LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,000,000
Clients
20
20% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
TypicalAverage account size
$1,000,000
About
BlueView Investment LLC provides advisory services to individuals, high‑net‑worth clients, pooled investment vehicles, charitable organizations, and business entities, delivering ongoing portfolio management and written Investment Policy Statements. Clients receive quarterly reporting from custodians and periodic reviews tied to their goals, risk tolerances and time horizons.
The firm concentrates its advice on equities and uses fundamental analysis to support portfolio construction, employing long‑term and short‑term trading as well as short sales when appropriate. BlueView generally seeks discretionary trading authority to implement each client’s Investment Policy Statement and documents allocations and risk tolerances for ongoing monitoring.
Distinctive features include an explicit focus on long/short equity strategies and the use of short sales — strategies the brochure highlights as carrying elevated and potentially unlimited downside risk. The firm also discloses arrangements to share certain research and data with third parties for their trading use and manages pooled investment vehicles and other non‑retail clients despite a limited client roster, while operating without a stated account minimum.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $999,999: 1.50% $1,000,000+: 1.25%
Main office location
BlueView Investment LLC
Glenview IL, United States
Number of offices
1
Most active in
BlueView Investment LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
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