Private fund adviser · Miami Beach, FL
Dhody Investment Group
Blue Investment Management, LLC · SEC-registered investment adviser · CRD 318610 · SEC 801-123591
At a glance
Dhody Investment Group is an SEC-registered investment adviser based in Miami Beach, Florida, with $341 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 22 individual clients. By Form ADV it is a private fund adviser, ranked 3,447th of 4,686 private fund advisers and 9,520th of 17,210 SEC-registered advisers by assets.
Main office 305-433-4250blueig.comAs filed on Form ADV
- Regulatory AUM
- $341M
- Rank among private fund advisers
- #3,447 of 4,686
- Rank among all SEC RIAs
- #9,520 of 17,210
- Rank in Florida
- #551 of 1,090
- Individual clients
- 22
- High-net-worth clients
- 22
- Accounts
- 24
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Cheryl B. FinemanChief Administrative Officer
- Sanjan [. DhodyChief Executive Officer
- Ileana M. CohnChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 22 | $341M | 100% |
| Individuals | – | $0M | <1% |
| Corporations or other businesses | – | $0M | <1% |
Private funds
Dhody Investment Group reports 2 private funds with $368M in gross assets: venture capital funds (Form ADV Item 7.B).
Disciplinary disclosures
Dhody Investment Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗blueig.com ↗
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The full record on Dhody Investment Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 2,156 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Dhody Investment Group manage?
Dhody Investment Group reports $341 million in regulatory assets under management across 24 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Dhody Investment Group?
Dhody Investment Group is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Dhody Investment Group’s clients?
By assets, its largest client types are high-net-worth individuals ($341 million, 22 clients); individuals ($197,069); corporations or other businesses ($23,383).
Does Dhody Investment Group manage private funds?
Yes. It reports 2 private funds with $368 million in gross assets, including venture capital funds.
Does Dhody Investment Group have any disciplinary history?
Dhody Investment Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Dhody Investment Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →