Investment adviser · CRD 281221
BLUE CHIP FINANCE LLC
Investment adviser filing (IA)
CARACAS, Venezuela · Form ADV filed Nov 20, 2025
- Regulatory AUM
- $3.81M Form ADV · Item 5.F
- Client accounts
- 61 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| High-net-worth individuals | 52 | $3,500,000 | 91.8% |
| Individuals | 22 | $312,386 | 8.2% |
Filing source
Form ADV 2028144 · Nov 20, 2025 · 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: Nov 20, 2025. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
AV. SAN FELIPE, TORRE COINASA, PH1CARACAS, Venezuela
CRD 281221
Filing source
Form ADV 2028144 · Nov 20, 2025 · 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.