BLUE SLATE INVESTMENT MANAGEMENT

BLUE SLATE INVESTMENT MANAGEMENT of BURLINGTON, VT is an SEC-registered investment adviser (CRD 332847). Regulatory assets under management: $14.3M.

Registration

• CRD: 332847
• Type: Registered investment adviser
• Location: 69 COLLEGE STREET, BURLINGTON, VT, 05401
• Phone: 802-242-0019
• Latest filing: 2026-06-16
• Regulatory AUM: $14.3M
• Discretionary AUM: $13.3M
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332847 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search