Blt Fund Manager LLC
Answer a few questions and
get matched with an advisor.
Learn more about Blt Fund Manager LLC
Overview
Blt Fund Manager LLC is an advisory firm that has its headquarters in Stamford, Connecticut. The company manages $738.6 million in total assets across five customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management (AUM). The firm has a small group, including 4 financial advisors. Blt Fund Manager LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as bonds, options and equities.
Blt Fund Manager LLC manages all of its accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes buy and sell decisions for the client's account without needing the client's approval. The company's typical account size is $147.7 million. The typical financial advisor at Blt Fund Manager LLC manages around one client account, placing it among the most personalized firms in the country.
The company's headquarters is at One Elmcroft Road, Stamford, Connecticut 6902.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Blt Fund Manager LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$738.6 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
9
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
5
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$147.7 million
Fee Structure
Financial advisory fees usually are based on which services are provided. Fees charged by Blt Fund Manager LLC typically consist of non-traditional fee structures. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Blt Fund Manager LLC.
Available
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The firm caters to pooled investment vehicles. Out of its five customers, Blt Fund Manager LLC's biggest client group is pooled investment vehicles. None of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Blt Fund Manager LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.