AdvisorRanked
95
Clean

BLT FUND MANAGER LLC

100 WASHINGTON BOULEVARD, STAMFORD, CT 6902
Fiduciaryfee-onlySEC Registered
203-644-1515 CRD #166743
$487M
Assets Managed
5
Clients
7
Employees
13
Years Active
since 2013

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46108. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 13 years.

Firm Details

Legal NameBLT FUND MANAGER LLC
CRD Number#166743
SEC RegisteredYes
Registration Date2013-10-07
States RegisteredCT
Assets Under Management$487M
Number of Clients5
Employees7
Compensation Typefee-only
Last ADV Filing46108

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Frequently Asked Questions

Is BLT FUND MANAGER LLC a fiduciary?

Yes. BLT FUND MANAGER LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does BLT FUND MANAGER LLC charge clients?

BLT FUND MANAGER LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does BLT FUND MANAGER LLC have any complaints?

No. BLT FUND MANAGER LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 13 years of operation.

How does BLT FUND MANAGER LLC compare to other advisors in STAMFORD?

BLT FUND MANAGER LLC has a Red Flag Score of 95/100. There are 114 registered advisory firms in STAMFORD. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46108. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.