{
  "crd_number": 304568,
  "slug": "bluelist-partners-llc-occoquan-va-304568",
  "primary_business_name": "BLUELIST PARTNERS, LLC",
  "legal_name": "BLUELIST PARTNERS, LLC",
  "dbas": [],
  "city": "Occoquan",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-08-08",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-13",
  "carried_forward": false,
  "raum_total": 134254891.0,
  "raum_discretionary": 134254891.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5121671.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 129133220.0,
      "count": 75
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MD",
    "NH",
    "VA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304568",
  "city_as_filed": "OCCOQUAN",
  "url": "https://advisorcensus.com/firm/bluelist-partners-llc-occoquan-va-304568",
  "display_name": "Bluelist Partners, LLC",
  "summary": "Bluelist Partners, LLC is an SEC-registered investment advisory firm in Occoquan, VA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.",
  "citation": "AdvisorCensus. Bluelist Partners, LLC (CRD 304568): 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)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Bluelist Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bluelist Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Bluelist Partners, LLC located?",
      "a": "Bluelist Partners, LLC's principal office is in Occoquan, VA, according to its Form ADV."
    },
    {
      "q": "Is Bluelist Partners, LLC registered with the SEC or a state?",
      "a": "Bluelist Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304568."
    },
    {
      "q": "How much does Bluelist Partners, LLC manage?",
      "a": "Bluelist Partners, LLC reports $134,254,891 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bluelist Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bluelist Partners, LLC: Regulatory assets under management: $106,080,322 in the October 2021 data and $134,254,891 in the October 2026 data, up 27%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bluelist Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (75); individuals (other than high net worth individuals) (11)."
    },
    {
      "q": "Which custodians does Bluelist Partners, LLC use?",
      "a": "Bluelist Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bluelist Partners, 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/304568"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 106080322.0,
      "total_employees": 2,
      "filing_date": "2021-02-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 108184789.0,
      "total_employees": 2,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 104200777.0,
      "total_employees": 1,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 111270065.0,
      "total_employees": 1,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 123757982.0,
      "total_employees": 1,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 134254891.0,
      "total_employees": 1,
      "filing_date": "2026-03-13"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bluelist-partners-llc-occoquan-va-304568.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 5121671.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 75,
      "fewer_than_5": false,
      "raum": 129133220.0
    }
  ],
  "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/304568",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}