Alternative assets, made accessible

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Blue RIDGE INVESTMENTS
Company description

Access multiple classes of alternative assets

Blue Ridge Investments LLC is a Registered Investment Advisor based in Washington State (CRD # 318314) that supports both domestic and foreign clients to access the investment options in the US. Our particular focus is US real estate and tax structuring.
WHY Blue RIDGE INvestments?

Broad US Real Estate Network

We built partnership with 30+ real estate companies, private equity, hedge funds in the US.

Transparent fee structure

BRI offers high transparency in fee structure. There are no hidden costs and all fees will be disclosed.

Tax structuring

BRI will help with the tax structure that best accommodates clients' needs. We can work with overseas CPAs.

Full Support

BRI supports the full investment process from the beginning to the end. It will also look after the annual paperwork.

Investment Offerings

Co-invest in startups invested in by prominent VCs

Startup

Commercial real estate syndications

US Real Estate

E2 and EB5 visa investment sourcing

Immigration

Insurance advisory both onshore and offshore life insurance

Life Insurance and Annuity

Our Services

How to invest through Blue Ridge Investments

In order to tailor our recommendations to each client, we will have an initial call to understand the client's current financial situation, target returns, investment objectives, family structure, inheritance concerns, etc., and then recommend appropriate investment targets and methods.
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Investment Process
1

Free 45 minutes consultation

In order to understand your current situation, we will interview you via Zoom about your financial situation and investment goals. We will also discuss the details of how we can help you.
2

Propose specific investment targets and structures

After assessing your situation, we will propose a specific investment structure to help meet your investment objective.  At such time, we will enter an agreement to provide our recommendations usually within 2 weeks to a month.
3

Structure selection and remittance

We will select a structure and based on the financial institution requirement, we will collect documents needed for KYC process which takes approximately 1 month.
4

Deploy capital

Capital will be invested according to your investment objective and risk profile into a diversified portfolio of alternative assets.  Within the first 3 months we will consider reallocation opportunities.  Investment progress updates will be provided thereafter on a quarterly basis.
TEAM
TEAM

Sumiko Taku

Founder and Managing Director (IAR)

Sumiko provided fixed income solutions to private banks and asset management firms at Barclays. She then joined McKinsey & Company, where she worked in the private equity industry and M&A advisory. Most recently, she was the CFO of an IoT startup, where she worked on fundraising and partnerships.

She has an MBA and MA from the Wharton School and B.Sc from University of Toronto. She is also licensed in WA State for life and health insurance.

Tomoyuki Nakamura
External Advisor

Born in Japan, came to Hong Kong in 2003, engaged in business investment, real estate investment, and stock investment throughout Asia at a Taiwanese family office. Formed a hedge fund, PE, and venture capital firm in Hong Kong with an overseas Chinese family office. Currently resides in New York, USA.

Completed Graduate School of Policy Science, Ritsumeikan University.

Gerald Nowotny
External Advisor

Gerald Nowotny ("Gerry"), is a tax and estate planning attorney in Avon, CT with over 30 years in the insurance and financial planning industries. He has developed an expertise in tax reduction and deferral strategies.

Gerald has a JD and LL.M. in estate planning from the University of Miami. He is a member of the Florida Bar. He earned his undergraduate degree from the United States Military Academy, West Point. Gerald served on active duty for five-years and left the service as a Captain.

Blue Ridge Investments LLC is a registered investment adviser with the Washington State. The ADV can be found here (CRD # 318314). The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. We obtain required licenses and certifications in the local jurisdictions upon soliciting foreign nationals/residents.

Blue Ridge Investments LLC and its affiliates do not endorse any of the opportunities that appear on this website. Investment opportunities available through Blue Ridge Investments are speculative and involve substantial risk. You should not invest unless you can sustain the risk of loss of capital, including the risk of total loss of capital. All investors should consider their individual factors in consultation with a professional advisor of their choosing when deciding if an investment is appropriate. Private placements are illiquid investments, in that they cannot be easily sold or exchanged for cash, and are intended for investors who do not need a liquid investment.

© 2023 Blue Ridge Investments