Founded in 2009, Blue Vault was built on the belief that transparency, education, and access are key for wealth advisors to integrate into their advisory practice. Investors need a different combination other than the 60/40 portfolio. They need alternative investments. Through Blue Vault, wealth advisors unlock access to performance-based research on nontraded REITs, nontraded BDCs, interval funds, tender offer funds, preferred shares, and a growing number of private securities offerings using reports and a searchable alts offerings portal. In addition to research, Blue Vault empowers wealth advisors through education, insights, industry news, and connection. Elevate your advisory practice by unlocking the vault. Visit bluevaultpartners.com for more information.
Blue Vault
Financial Services
Cumming, Georgia 2,254 followers
The leading aggregator of alternative investment data and analysis.
About us
Founded in 2009, Blue Vault is committed to providing the most in-depth and thorough research on alternative investments to help educate financial advisors and help protect investors. We improve transparency by providing access to valuable performance information buried deep inside financial statements and filings, and often difficult to obtain. It is our mission to provide our subscribers with the factual performance metrics, from beginning to end, needed to make better informed decisions concerning nontraded REITs, BDCs, Closed-End Funds, Interval Funds, and Private Offerings. We help educate financial advisors and protect investors by providing the transparency the industry has lacked in the past, educating investors on the true performance of these investments.
- Website
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http://www.bluevaultpartners.com
External link for Blue Vault
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Cumming, Georgia
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Consulting & Custom Research, Alternative Investments, Education, Performance Reporting, REITs, BDCs, Private Placements, and Interval Funds
Locations
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Primary
Get directions
407 E. Maple St., Ste 305
Cumming, Georgia 30040, US
Employees at Blue Vault
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Jorge Padilla, CFP®
Wealth Advisor creating peace of mind by aligning your money and life goals, together | Holistic Financial Planning | Investments | Alternatives |…
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Johnathan Rickman
Writer. Editor. Collaborator.
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Stacy Chitty
Managing Partner at Blue Vault
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Sonya Andrews
Vice President, Operations at Blue Vault Partners, LLC
Updates
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Despite the negative headlines, semi-liquid alternative investments are delivering on their promise: access to illiquid asset classes, portfolio diversification, and liquidity when needed. Discover why these structures are seeing unprecedented demand and how they’re empowering advisors to meet client goals. Dive into the full article for insights and data: https://lnkd.in/e8NCCvwi #AlternativeInvestments #FinancialPlanning #PortfolioManagement #BlueVault
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Each year, the Summit delivers strategies, tools, and techniques to help you grow your business and stay ahead of the latest trends. Next year, we’re teeing up something extra: the Alts Summit 2025 Golf Tournament! Set against the stunning backdrop of Texas Blackland Prairie, the Omni PGA Frisco Resort’s West Course offers attendees — whether solo or as a team of four — an incredible networking and branding opportunity. Don’t miss this chance to elevate your game — on and off the green. Register now, https://lnkd.in/gdWDGy74 Looking to spotlight your firm on the course? Let’s talk sponsorships and foursomes! Email events@bluevaultpartners.com to inquire. #AltsSummit25 #2025 #Omni #PGA #Golf
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Big changes are coming to Blue Vault in 2025! We're revolutionizing how data drives due diligence, setting a new standard for innovation and insights in the alternative investments industry. Discover what’s ahead by reading the full article below. #Alts #Data #AltsData #Helix #AI #Wealthtech #BlueVault https://lnkd.in/eNU484ya
How Blue Vault Data Empowers Savvy Advisors Who Pivot to Alts - Blue Vault
https://bluevaultpartners.com
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How will Trump 2.0 tax policy impact investors? https://lnkd.in/eWywjYK4 #Alts #TaxPolicy #Trump #2025 #CommunityGroups
Explore Portfolio Impacts of Tax Policy at December Community Groups Meeting - Blue Vault
https://bluevaultpartners.com
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2025 is set to be a pivotal year for alternative investments. Blue Vault is here to keep you informed and ahead of the curve. https://lnkd.in/eMxemdtq #Alternatives #2025 #BlueVault
The Big Ideas in Finance in 2025: alternatives rally, fintech funding returns, and a money laundering crackdown
LinkedIn News on LinkedIn
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Like a lot of advisors, you probably have some concerns about the incoming administration’s economic agenda. If you’re wondering whether Trump 2.0 tax policy will disrupt portfolios or what’s to become of the landmark Tax Cuts and Jobs Act, join the club! And by club we mean a Blue Vault Community Group! As it happens, the topic of our next virtual meeting for advisors is the future of federal tax policy. Join us Monday, December 16, 2024, from 4:00-5:00 p.m. EST for a peer-driven talk on tax planning, with a focus on alternative investments. Scott Hodge of the Tax Foundation will give a brief opening update on next year’s tax debate and the challenges of extending the Tax Cuts and Jobs Act of 2017. The rest of the discussion is up to you! There are no strings attached and it’s free. Sign up today! https://lnkd.in/eaTB2Vpa #taxpolicy #alternativeinvestments #communitygroups #community
Community Groups - Blue Vault
https://bluevaultpartners.com
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Don't miss the last Community Groups Meeting of 2024! Scott Hodge will provide a brief update on the 2025 tax debate and the challenges Trump and Congress face in extending the Tax Cuts and Jobs Act. You don't want to miss this meeting! To register visit: https://lnkd.in/eCKG-njF #TaxReform2025 #TaxCutsAndJobsAct #CongressionalDebate #ScottHodge #TaxPolicyUpdates #Alts #AlternativeInvestments
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Egan-Jones recommends that UDF IV shareholders vote "FOR" all NexPoint nominees, Paul S. Broaddus, Edward N. Constantino, John A. Good and Julie Silcock. Read more: #AlternativeInvestments https://lnkd.in/eNsAXBXr
Egan-Jones Supports All NexPoint Nominees for UDF IV Annual Meeting - Blue Vault
https://bluevaultpartners.com
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What's RBA, and why does this game plan work for #wealthadvisors? Let Frederick Hubler tell you 👉 https://lnkd.in/e29Nt-98 Note: The course is for driven advisors who seek to add more value for their clients only. #RBA #FinancialAdvisor #AlternativeInvestments #Gameplan #Future #Podcast
Part 1: Why RBA
https://vimeo.com/