BLUE MARBLE INVESTMENTS

Legal name: BLUE MARBLE INVESTMENTS, LLC

CRD 141354File 801-120447

APPROVED

Retail clients

Filing as of May 7, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$205.1M

Below cohort median (national)

Discretionary AUM

$205.1M

Clients

243

411 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Mar 5, 2021
Principal office: 1117 STATE ST. #85, SANTA BARBARA, CA, 93101
Phone: 805-595-1820
Website: HTTP://WWW.BLUEMARBLE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $205.1M
Discretionary AUM: $205.1M
Non-discretionary AUM: $0
Discretionary accounts: 411
Non-discretionary accounts: 0
Total accounts: 411
AUM per client: $844K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.2M
Charitable organizations	Fewer than 5	$17.7M
High net worth individuals	50	$136.1M
Individuals (other than high net worth individuals)	188	$50.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Publications
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Jun 1, 2026	Clients	240	243	increased by3
Jun 1, 2026	AUM	$197,922,595	$205,057,533	increased by$7,134,938
Jun 1, 2026	Accounts	395	411	increased by16
Apr 1, 2026	Clients	229	240	increased by11
Apr 1, 2026	AUM	$181,448,959	$197,922,595	increased by$16,473,636
Apr 1, 2026	Accounts	407	395	decreased by12
May 1, 2025 vs Oct 1, 2022	Clients	211	229	increased by18
May 1, 2025 vs Oct 1, 2022	AUM	$134,501,416	$181,448,959	increased by$46,947,543
May 1, 2025 vs Oct 1, 2022	Accounts	340	407	increased by67
Sep 1, 2022	Employees	4	3	decreased by1
Jul 1, 2022	Employees	3	4	increased by1
Apr 1, 2022	Clients	174	211	increased by37
Apr 1, 2022	AUM	$111,522,192	$134,501,416	increased by$22,979,224
Apr 1, 2022	Accounts	174	340	increased by166
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BLUE MARBLE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLUE MARBLE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.