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Blue Vault uncovers valuable performance information that was once stored only deep inside financial statements and filings, and often is difficult to obtain. It is our mission to provide the most in-depth and thorough research available in the Nontraded REIT, Nontraded BDC, Interval Fund, Nontraded CEF, and Private Offering industries to help educate financial advisors and protect their investors.

Essentials

$199/year*

*Discounts may apply. For more information, contact Dawn McDaniel at 678-456-4787 or Dawn.McDaniel@BlueVaultPartners.com

Online pricing is reserved for retail wealth advisors only.

Should you subscribe online and not qualify for online pricing as a retail wealth advisor, we will cancel your subscription and refund your subscription fee less a $25 processing fee.

Blue Vault has a Partner Program with most independent broker dealers.  If you are a wealth advisor affiliated with a Blue Vault “partnering” BD, you may subscribe annually at a cost of only $108.  Please contact your BD or Blue Vault for further details.

For more information on pricing:

Product sponsors contact Stacy Chitty at Stacy.Chitty@BlueVaultPartners.com or 678-802-8717.

Contact Betsy Ricks at Betsy.Ricks@BlueVaultPartners.com or 678-456-4640 if you are a broker dealer, real estate investment company, investment bank, or any entity other than a sponsor or wealth advisor with a retail book of business.

Are you a member of the Financial Services Institute (FSI)? If yes, congratulations! Please inquire about available subscription discounts for wealth advisors and broker dealers only!