SEC-Registered Investment Adviser
Dhody Investment Group
Legal name: Blue Investment Management, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 31, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- March 31, 2022
- Principal office
- 2340 Collins Avenue, Suite 604, Miami Beach, FL 33139
- Organized as
- Limited Liability Company, FL
- Fiscal year end
- December
- Umbrella registration
- Yes, 1 relying adviser
- Website
- www.blueig.com
Scale
- Regulatory AUM
- $341.4M
- Attributable to non-US clients
- $650,926
- Accounts
- 24
- Clients
- 0
- Employees
- 4, 3 in advisory roles
- Private funds advised
- 2
- Private fund gross assets
- $367.7M
- Fund types
- 2 venture capital funds
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses and selection of other advisers
- Compensated by
- a percentage of assets under management and fixed fees
- Client types
- individuals (other than high net worth); high net worth individuals (22); corporations or other businesses
- Related persons include
- a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 31, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.