WHY BLUE VAULT
Serving as the Alternative Investments Hub for Wealth Advisors
Founded in 2009, Blue Vault was built on the belief that transparency, education and access are the essential ingredients for wealth advisors to bring alts to the forefront of their practices and select the offerings best suited for their clients.
We are committed to providing access to valuable performance information that was once stored only deep inside financial statements and filings, and often difficult to obtain.
Through Blue Vault, wealth advisors gain access to in-depth research on nontraded REITs, nontraded BDCs, interval funds, tender offer funds, preferred shares and a growing number of private securities offerings by means of reports and a searchable alts offerings database.
We’re dedicated to providing news, insights and ongoing learning opportunities to help wealth advisors keep their alts knowledge fresh, stay on top of trends, and to connect wealth advisors with asset managers and service providers.
How We Help Advisors
Access Detailed Asset Manager and Offering Information
Become a member to access our detailed reports and get info on sponsor acquisitions, capital raise and financials.