# BLUM FINANCIAL, LP

BLUM FINANCIAL, LP of RICHARDSON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 149134
- Type: SEC-registered investment adviser
- SEC file number: 801-69852
- Location: 2929 NORTH CENTRAL EXPRESSWAY, SUITE 200, RICHARDSON, TX, 75080
- Phone: 214-727-6000
- Latest filing: 2026-03-10
- Regulatory AUM: $208.6M
- Discretionary AUM: $182.9M
- Non-discretionary AUM: $25.7M
- Clients: 6
- Accounts: 781

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Stephen Jacob Blum | LIMITED PARTNER; PRESIDENT/SECRETARY/TREASURER | — |
| Jenifer S Blum | CHIEF COMPLIANCE OFFICER | — |
| BLUM STEPHEN JACOB | LIMITED PARTNER; LIMITED PARTNER & CHIEF COMPLIANCE OFFICER; PRESIDENT/SECRETARY/TREASURER | — |
| BLUM JENIFER SMITH | CHIEF COMPLIANCE OFFICER | — |
| Blum Jenifer S | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149134/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149134/similar
- Related entities: https://search.stillhousedata.com/firm/149134/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149134

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.