{
  "crd_number": 326599,
  "slug": "bluevine-advisory-llc-jersey-city-nj-326599",
  "primary_business_name": "BLUEVINE ADVISORY LLC",
  "legal_name": "BLUEVINE ADVISORY LLC",
  "dbas": [],
  "city": "Jersey City",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-05-30",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-06-22",
  "carried_forward": false,
  "raum_total": 8939800.0,
  "raum_discretionary": 8939800.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 519863.0,
      "count": 9
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 8419937.0,
      "count": 289
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://bluevine.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326599",
  "city_as_filed": "JERSEY CITY",
  "url": "https://advisorcensus.com/firm/bluevine-advisory-llc-jersey-city-nj-326599",
  "display_name": "Bluevine Advisory LLC",
  "summary": "Bluevine Advisory LLC is an SEC-registered investment advisory firm in Jersey City, NJ, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 22, 2026.",
  "citation": "AdvisorCensus. Bluevine Advisory LLC (CRD 326599): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "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 Bluevine Advisory LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bluevine Advisory LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Bluevine Advisory LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 5, 2026 states: Asset-based fee: 0.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Bluevine Advisory LLC located?",
      "a": "Bluevine Advisory LLC's principal office is in Jersey City, NJ, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bluevine Advisory LLC registered with the SEC or a state?",
      "a": "Bluevine Advisory LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326599."
    },
    {
      "q": "How much does Bluevine Advisory LLC manage?",
      "a": "Bluevine Advisory LLC reports $8,939,800 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bluevine Advisory LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Bluevine Advisory LLC: Regulatory assets under management: $0 in the October 2023 data and $8,939,800 in the October 2026 data. Total employees: 3 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bluevine Advisory LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (289); insurance companies (9)."
    },
    {
      "q": "Which custodians does Bluevine Advisory LLC use?",
      "a": "Bluevine Advisory LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists 1 Pershing Plaza as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bluevine Advisory 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/326599"
    },
    {
      "q": "What changed in Bluevine Advisory LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in AZ, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2023-09-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 651747.0,
      "total_employees": 2,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2277077.0,
      "total_employees": 5,
      "filing_date": "2025-04-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 8939800.0,
      "total_employees": 2,
      "filing_date": "2026-06-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in AZ, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,277,077 to $8,939,800 (+293%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "0.5% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% of assets a year"
        ],
        "quotes": [
          "Bluevine Advisory charges Clients an annual fee based upon a percentage of the assets being managed by the Firm (the “Management Fee”). The Management Fee is fifty (50) basis points (0.50%)."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Bluevine Advisory charges Clients an annual fee based upon a percentage of the assets being managed by the Firm (the “Management Fee”). The Management Fee is fifty (50) basis points (0.50%)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "1 Pershing Plaza",
      "name_as_filed": "1 PERSHING PLAZA",
      "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/bluevine-advisory-llc-jersey-city-nj-326599.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 9,
      "fewer_than_5": false,
      "raum": 519863.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 289,
      "fewer_than_5": false,
      "raum": 8419937.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/326599",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}