Investment adviser · CRD 111768

BLUME CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

BERKELEY, CA, United States · Form ADV filed May 27, 2026

Regulatory AUM
$857M
Form ADV · Item 5.F
Client accounts
903
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals175$834,483,00697.4%
Individuals67$21,452,4282.5%
Retirement plansFewer than 5$696,3670.1%
Filing source

Form ADV 2108617 · May 27, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HUTCHINSON CAPITAL PARTNERS LLCOther Private Fund · Last reported Mar 22, 2023$4.54MGross asset value

Form D fundraising filings

Hutchinson Capital Partners LLC

Fund administrator PERENNIAL FUND SERVICES, LLC WESTLAKE VILLAGE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-5276199185
Reported beneficial owners
8
Minimum commitment
$250K
Form D file number
021-166890

Form ADV 1737527 · Mar 22, 2023 · 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: May 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1708 SHATTUCK AVE.
BERKELEY, CA, 94709, United States

CRD 111768

Filing source

Form ADV 2108617 · May 27, 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.