{
  "crd_number": 334953,
  "slug": "blue3-investments-llc-sao-paulo-334953",
  "primary_business_name": "BLUE3 INVESTMENTS LLC",
  "legal_name": "BLUE3 INVESTMENTS LLC",
  "dbas": [],
  "city": "Sao Paulo",
  "state": null,
  "country": "Brazil",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-08",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MD"
  ],
  "websites": [
    "https://blue3investments.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334953",
  "city_as_filed": "SAO PAULO",
  "url": "https://advisorcensus.com/firm/blue3-investments-llc-sao-paulo-334953",
  "display_name": "BLUE3 Investments LLC",
  "summary": "BLUE3 Investments LLC is an SEC-registered investment advisory firm in Sao Paulo, Brazil, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. BLUE3 Investments LLC (CRD 334953): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is BLUE3 Investments LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), BLUE3 Investments LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is BLUE3 Investments LLC located?",
      "a": "BLUE3 Investments LLC's principal office is in Sao Paulo, Brazil, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is BLUE3 Investments LLC registered with the SEC or a state?",
      "a": "BLUE3 Investments LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334953."
    },
    {
      "q": "How have BLUE3 Investments LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for BLUE3 Investments LLC: Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does BLUE3 Investments LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334953"
    },
    {
      "q": "What changed in BLUE3 Investments LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 1 to 2. Added an office in Miami, FL. Registered or notice-filed in MD. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2025-07-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Added an office in Miami, FL.",
        "Registered or notice-filed in MD.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/blue3-investments-llc-sao-paulo-334953.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334953",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}