Blue Marble Investments
Blue Marble Investments is an SEC-registered mass-market adviser in Santa Barbara, CA with $205.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Blue Marble Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141354, SEC 801-120447, data through 2026-05-07.
- AUM (assets under management / regulatory AUM)
- $205.1M (2026-05-07)
- Firm type
- Mass-Market Adviser
- Location
- Santa Barbara, CA
- Employees
- 3
- Clients
- 243
- CRD
- 141354
- Ownership
- TABUENCA, ARTURO, ANDRES; Shelby, Linda Smith; SHELBY, ROBERT, BROWN; Shelby, Linda, Smith
How much AUM does Blue Marble Investments have?
Blue Marble Investments reported $205.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-07).
Who owns Blue Marble Investments?
Disclosed owners and executives of Blue Marble Investments include TABUENCA, ARTURO, ANDRES, Shelby, Linda Smith, SHELBY, ROBERT, BROWN, Shelby, Linda, Smith. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.