MB Blue GP LLC

MB Blue GP LLC is an independent registered investment adviser that serves individuals, high‑net‑worth clients and a range of institutional and business entities, including pension and profit‑sharing plans, charitable organizations and corporations. The firm offers ongoing portfolio management, financial planning and insurance consultation, and facilitates access to third‑party managers and turn‑key asset management programs and a 401(k) platform.

The firm documents client goals and risk tolerance in individualized Investment Policy Statements and uses a mix of analytical methods (cyclical, fundamental, modern portfolio theory and technical analysis) and strategies (long‑term and short‑term trading, including short sales). MB Blue reports no discretionary assets and manages its $2,606,000 in assets primarily on a non‑discretionary basis (discretionary $0 as of December 2025), frequently implementing advice through third‑party platforms and selected external managers.

Compared with many solo independent advisers, MB Blue’s client mix and operational model are atypical: it serves pension/profit‑sharing plans (an uncommon client type for peers) and emphasizes non‑discretionary relationships, while employing a wide set of investment vehicles (private equity, hedge funds, REITs, precious‑metal ETFs, private placements) and third‑party solutions (TAMPs, Pontera for held‑away retirement accounts, and insurance platform access). These features tend to increase use of outside managers, custodial platforms and documented implementation procedures relative to many firms of similar size.