# Bluelist Partners, LLC

> 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.

- CRD: 304568
- Filed as: BLUELIST PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Occoquan, VA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304568
- AdvisorCensus page: https://advisorcensus.com/firm/bluelist-partners-llc-occoquan-va-304568

## Quick answers

**How is Bluelist Partners, LLC compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bluelist Partners, LLC located?**
Bluelist Partners, LLC's principal office is in Occoquan, VA, according to its Form ADV.

**Is Bluelist Partners, LLC registered with the SEC or a state?**
Bluelist Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304568.

**How much does Bluelist Partners, LLC manage?**
Bluelist Partners, LLC reports $134,254,891 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**How have Bluelist Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Bluelist Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (75); individuals (other than high net worth individuals) (11).

**Which custodians does Bluelist Partners, LLC use?**
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.

**Does Bluelist Partners, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $134,254,891
- Discretionary: $134,254,891
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $5,121,671 |
| High net worth individuals | 75 | $129,133,220 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, NH, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $106,080,322 | 2 | February 12, 2021 |
| October 2022 | $108,184,789 | 2 | March 31, 2022 |
| October 2023 | $104,200,777 | 1 | March 31, 2023 |
| October 2024 | $111,270,065 | 1 | March 28, 2024 |
| October 2025 | $123,757,982 | 1 | March 24, 2025 |
| October 2026 | $134,254,891 | 1 | March 13, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bluelist Partners, LLC (CRD 304568): Form ADV filing data as of October 2026.