Blue Diamond Capital Investment Advisors provides investment advice to private funds and individuals. For individuals, Blue Diamond creates a customized investment plan based on their goals, financial situation, and risk tolerance. Blue Diamond focuses on alternative investments like equity and debt securities, options, and other instruments. Clients can choose whether Blue Diamond makes investment decisions for them or if they make their own investment decisions based on Blue Diamond's recommendations.
Assets Under Management$320M
Clients8
Advisors2
Avg. per Client$40M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Blue Diamond Capital Investment Advisors charges an hourly fee for investment advice. For private funds, Blue Diamond may charge a percentage of the fund's assets instead of an hourly fee. These fees are paid quarterly.
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