Investment adviser · CRD 333059
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS
Investment adviser filing (IA)
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC
PROVO, UT, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $301M Form ADV · Item 5.F
- Client accounts
- 33 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 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 | Fewer than 5 | $210,966,240 | 70.0% |
| Pooled investment vehicles | 10 | $81,356,422 | 27.0% |
| Individuals | Fewer than 5 | $8,980,358 | 3.0% |
| Charities | Fewer than 5 | $49,917 | 0.0% |
Filing source
Form ADV 2080363 · Mar 31, 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
10 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.
BFA TRESIDIO LLCPrivate Equity Fund · Last reported Mar 31, 2026$27.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
SQUIRE
PCAOB 507
BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774
Fund details & source
- Fund ID
- 805-7686184761
- Reported beneficial owners
- 8
- Minimum commitment
- $50K
Form ADV 2080363 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BDC LEGACY SOUTH LLCPrivate Equity Fund · Last reported Mar 31, 2026$18.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
SQUIRE
PCAOB 507
BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774
Fund details & source
- Fund ID
- 805-5544385000
- Reported beneficial owners
- 30
- Minimum commitment
- $50K
Form ADV 2080363 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BDC KILN INVESTORS LLCPrivate Equity Fund · Last reported Mar 31, 2026$13.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
SQUIRE
PCAOB 507
BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774
Fund details & source
- Fund ID
- 805-4487071455
- Reported beneficial owners
- 15
- Minimum commitment
- $50K
Form ADV 2080363 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BFA GREEN SPRINGS LLCPrivate Equity Fund · Last reported Mar 31, 2026$9.93MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
SQUIRE
PCAOB 507
BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774
Fund details & source
- Fund ID
- 805-2013960414
- Reported beneficial owners
- 13
- Minimum commitment
- $35K
Form ADV 2080363 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TONE LLCPrivate Equity Fund · Last reported Mar 31, 2026$3.57MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
SQUIRE
PCAOB 507
BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774
Fund details & source
- Fund ID
- 805-2539611397
- Reported beneficial owners
- 11
- Minimum commitment
- $30K
Form ADV 2080363 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BDC SUNSTONE TWO TREE LLCPrivate Equity Fund · Last reported Mar 31, 2026$2.13MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
SQUIRE
PCAOB 507
BANK OF AMERICA CORPORATION
LEI 9DJT3UXIJIZJI4WXO774
Fund details & source
- Fund ID
- 805-1657412466
- Reported beneficial owners
- 10
- Minimum commitment
- $100K
Form ADV 2080363 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KILN RF INVESTORS LLCPrivate Equity Fund · Last reported Mar 31, 2026$2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
SQUIRE
PCAOB 507
CENTRAL BANK
LEI 254900TG3REX549BAZ53
Fund details & source
- Fund ID
- 805-9058529030
- Reported beneficial owners
- 14
- Minimum commitment
- $20.7K
Form ADV 2080363 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Hourly · Fixed
Principal office
180 N UNIVERSITY AVE, SUITE 250PROVO, UT, 84601, United States
CRD 333059
Filing source
Form ADV 2080363 · Mar 31, 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.