Dhody Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dhody Investment Group (Blue Investment Management, LLC) serves individuals, high‑net‑worth clients, families, trusts, estates and businesses and manages roughly $341 million for 22 clients with a three‑advisor team. The firm provides customized investment management, non‑discretionary portfolio construction, and financial planning, and may incorporate cash equivalents, listed equities, mutual funds, fixed income, and private investments such as hedge funds and private equity into client portfolios.
DIG relies on a combination of fundamental and technical analysis and an internal due‑diligence process to design strategic asset allocations intended to match clients’ goals, time horizons, and risk tolerances. The advisor emphasizes continuous personal client contact, typically requires client approval prior to trade execution, and may hold positions long term while using shorter‑term trades for rebalancing or liquidity needs.
Distinctive aspects of the firm include an umbrella structure with affiliated entities that sponsor and advise private funds: a relying adviser that provides private fund advisory services and an affiliate that expects to form private funds, arrangements under which certain advisory persons allocate time to and receive compensation from those affiliates and which may involve performance‑based fees. This private‑fund activity and the firm’s concentrated client base relative to its AUM differentiate DIG from most supported firms that primarily focus on retail portfolio management.
Client services
Expertise
Occupation focus
Main office
2340 Collins Avenue, Suite 604
Miami Beach FL 33139
Advisors at this office
3
Most active in
Florida
Also doing business as
Blue Investment Management, LLC · Dhody Investment Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Advisors at this firm
Cheryl F
Series 63, Series 66
Miami Beach, FL
Dhody Investment Group
Cheryl Fineman is a financial advisor with Dhody Investment Group, holding Series 63 and Series 66 licenses and with 27 years of industry experience. Her prior work includes roles at Raymond James & Associates and LPS Capital LLC. Dhody Investment Group serves individuals, high-net-worth clients, families, trusts, estates, and businesses, managing approximately $341 million across 22 clients. The firm offers customized investment management and financial planning, combining fundamental and technical analysis with an internal due-diligence process to develop strategic asset allocations aligned with client goals and risk tolerances.
Sanjan D
Series 63, Series 65
Miami Beach, FL
Dhody Investment Group
Sanjan Dhody is an advisor at Dhody Investment Group with 30 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes roles at LPS Capital LLC, Blue Investment Management LLC, Raymond James & Associates, and Deutsche Bank Securities Inc. Outside of his advisory work, he serves as a director on the audit committee of Jaws Hurricane Acquisitions Corp and advises the board of Refill It. Dhody Investment Group serves high-net-worth individuals, families, trusts, estates, and businesses, managing approximately $341 million across 22 clients with a team of three advisors. The firm offers customized investment management, non-discretionary portfolio construction, and financial planning, utilizing a combination of fundamental and technical analysis along with internal due diligence to design strategic asset allocations tailored to client goals and risk profiles.
Ileana C
Series 66
Miami Beach, FL
Dhody Investment Group
Ileana Cohn is a financial advisor at Dhody Investment Group with 16 years of industry experience and holds a Series 66 designation. She previously worked at Raymond James Financial Services and related entities from 2016 to 2022, and concurrently at Blue Investment Group and LPS Capital LLC since 2022. Dhody Investment Group serves individuals, high-net-worth clients, families, trusts, estates, and businesses, managing approximately $341 million across 22 clients with a team of three advisors. The firm offers customized investment management, non-discretionary portfolio construction, and financial planning, utilizing a combination of fundamental and technical analysis alongside an internal due-diligence process.
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