About the Company

Blue Vault provides its subscribers with the factual performance metrics, from beginning to end, needed to make better informed decisions concerning nontraded REITs, BDCs, and Closed-End Funds, Interval Funds and Private Offerings. Knowledge is power, in this case, the power to be completely informed before deciding on which alternative investments to use and the power to protect your practice from misleading sales and marketing tactics. Don’t be partially informed ever again. Utilize our expertise and solid research data services to know the facts. 

“Blue Vault’s mission is to conduct and provide reliable and thorough nontraded REIT and BDC performance-based research. Our top priority is helping keep you informed. Our commitment to you is transparency and education.”

Founded

Founders

Management Team

2009

Stacy Chitty
Vee Kimbrell

Stacy Chitty: Managing Partner
James Sprow: SVP, Research
Betsy Ricks: VP, Business Development

Private Placements

 

Fund Name Effective Date Close Date Asset Type

LifeStage

Capital Raised

Total Assets

Investments As Of Date

Liquidity

                   
                   

DISCLAIMER: Blue Vault receives all private placement data directly from the sponsor of each offering and not from any filing. The data should not be relied upon to make investment decisions. Blue Vault cannot guarantee the accuracy of the private placement data. 

Nontraded REITs

 

Fund Name Effective Date Close Date Asset Type

LifeStage

Capital Raised

Total Assets

Investments As Of Date

Liquidity

                   
                   

Notes: 

Nontraded BDCs

Fund Name Effective Date Close Date Open / Closed Asset Type Industry Focus Capital Raised Total Assets As Of Date Liquidity 
                   

Interval Funds

Fund Name Effective Date Close Date Asset Type

Capital Raised

Total Assets

As Of Date

Liquidity

               

Nontraded Closed-End Funds

Fund Name Effective Date Close Date Asset Type Capital Raised Total Assets As Of Date Liquidity 
               
               

Other Direct Participation Programs

Fund Name Effective Date Close Date Asset Type Capital Raised Total Assets As Of Date Liquidity