# Blue Slate Investment Management

> Blue Slate Investment Management is a state-registered investment advisory firm in Burlington, VT, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 332847
- Filed as: BLUE SLATE INVESTMENT MANAGEMENT
- Legal name: Blue Slate Investment Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Burlington, VT
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332847
- AdvisorCensus page: https://advisorcensus.com/firm/blue-slate-investment-management-burlington-vt-332847

## Quick answers

**How is Blue Slate Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Slate Investment Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Blue Slate Investment Management located?**
Blue Slate Investment Management's principal office is in Burlington, VT, according to its Form ADV.

**Is Blue Slate Investment Management registered with the SEC or a state?**
Blue Slate Investment Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332847.

**How much does Blue Slate Investment Management manage?**
Blue Slate Investment Management reports $14,323,343 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (93% discretionary).

**What types of clients does Blue Slate Investment Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); individuals (other than high net worth individuals) (11).

**Does Blue Slate Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332847

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $14,323,343
- Discretionary: $13,297,901
- Non-discretionary: $1,025,442

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,844,460 |
| High net worth individuals | 12 | $12,425,695 |
| Charitable organizations | Fewer than 5 | $53,188 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blueslateinvest.com
- LinkedIn @blue-slate-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Slate Investment Management (CRD 332847): Form ADV filing data as of October 2026.