Blue Like An Orange Sustainable Capital
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Overview
Blue Like An Orange Sustainable Capital is a financial advisory firm that has its headquarters in Washington, District of Columbia. The company oversees $375.7 million in assets over two accounts, making it one of the larger financial advisory firms in the nation by assets under management (AUM). It has a small team, including 8 financial advisors. Blue Like An Orange Sustainable Capital does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, bonds and stocks.
Blue Like An Orange Sustainable Capital manages none of its client assets in a discretionary manner. Discretionary management means that transaction choices for the client's account are made by a portfolio manager without requiring the client's consent. The company also administers two non-discretionary accounts with a total of $375.7 million in AUM. Blue Like An Orange Sustainable Capital manages an average of $187.8 million in assets for every client account. The average advisor at Blue Like An Orange Sustainable Capital oversees fewer than one client account, placing it among the most individualized firms in the country.
Blue Like An Orange Sustainable Capital's central office is at 900 19Th Street N.W., Washington, District of Columbia 20006.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Blue Like An Orange Sustainable Capital by the Numbers
$375.7 million
8
2
$187.8 million
Fee Structure
Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by the company most likely are comprised of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its two accounts, Blue Like An Orange Sustainable Capital's largest client is pooled investment vehicles. About 100% of its clients are represented by people from outside of the U.S.
- 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.
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Disclosures
Blue Like An Orange Sustainable Capital does not have any disclosures.
Please visit its Form ADV for more details.
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