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Blue And White Investment Management, LLC (Beverly Hills)


Blue And White Investment Management, LLC is an adviser based in Beverly Hills. It manages $2.34 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.

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Blue And White Investment Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blue And White Investment Management: assets under management

The assets under management (AUM) of Blue And White Investment Management, LLC is $2.34 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $2.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.34 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Blue And White Investment Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Yaniv Rahimi Shareholder 1 Jun 2002 50% - 75% 4577829
Yaniv (None) Rahimi Shareholder 1 Jun 2002 50% - 75% 4577829

Based in Beverly Hills

The principal office where Blue And White Investment Management, LLC performs its advisory services is located at 8383 Wilshire Boulevard, Beverly Hills, CA 90211, which is also the mailing address of the firm. An additional office of the firm is in Willow Grove, PA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 323-651-5330 or by fax 323-651-5375. The normal business hours are 9:00-5:00 est on Monday - Friday. You can find more information about the New York firm at www.blue/white.com.


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