BLUEMOUND ASSET MANAGEMENT, LLC

BLUEMOUND ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 153995). Regulatory assets under management: $25.5M.

Registration

• CRD: 153995
• Type: Registered investment adviser
• Phone: 414-617-6669
• Latest filing: 2026-03-26
• Regulatory AUM: $25.5M
• Discretionary AUM: $24.0M
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153995 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search