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Blue Rockefeller, LLC (Paoli)


Blue Rockefeller, LLC is a large advisory firm based in Paoli. It manages $170 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Delaware, Florida, New Jersey, and Pennsylvania.

Blue Rockefeller provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blue Rockefeller: assets under management

The assets under management (AUM) of Blue Rockefeller, LLC is $170 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 162% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $170 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.8 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Blue Rockefeller, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Paoli

The principal office where Blue Rockefeller, LLC performs its advisory services is located at 1800 E. Lancaster Avenue, Paoli, PA 19301, which is also the mailing address of the firm. An additional office of the firm is in Boca Raton, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-640-3325 or by fax 610-640-3327. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.


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