Deep Blue Capital Management, L.P. (Menlo Park)


Deep Blue Capital Management, L.P. is a related adviser based in Menlo Park. It manages $44.66 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Washington.

Deep Blue Capital Management provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Deep Blue Capital Management: assets under management

The assets under management (AUM) of Deep Blue Capital Management, L.P. is $44.66 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $44.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.33 million each.
Deep Blue Capital Management has custody of $44.66 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Deep Blue Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. 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 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Perry Vaughn Olson Managing member 1 Apr 2005 50% - 75% 1823271
Janet King Littlefield Managing member 1 Apr 2005 Other 2121219
Gary Robert Patterson Managing member 1 Apr 2005 Other 1247193

Based in Menlo Park

The principal office where Deep Blue Capital Management, L.P. performs its advisory services is located at 3000 Sand Hill Road, Building 1, Menlo Park, CA 94025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-233-1200 or by fax 650-233-1201. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at deepblueperformance.com.