Investment adviser · CRD 145943
BLEDSOE ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
PHOENIX, AZ, United States · Form ADV filed Apr 14, 2026
- Regulatory AUM
- $189M Form ADV · Item 5.F
- Client accounts
- 688 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 294 | $115,098,358 | 60.9% |
| High-net-worth individuals | 47 | $73,892,982 | 39.1% |
Filing source
Form ADV 2094413 · Apr 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
1500 E. BETHANY HOME RD., SUITE 100PHOENIX, AZ, 85014, United States
CRD 145943
Filing source
Form ADV 2094413 · Apr 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.