Founded in 2009, Blue Vault was built on the belief that transparency and education are essential ingredients of research. We are committed to providing access to valuable performance information that was once stored only deep inside financial statements and filings, and often difficult to obtain. It is our mission to provide the most in-depth and thorough research available on alternative investments, including nontraded REITs, BDCs, and Closed-End Funds, Interval Funds and Private Offerings to help educate financial advisors and help protect investors. We invite you to take a look inside our blue “Vault” and see for yourself how our research services can help provide you with the transparency the industry has lacked in the past and help educate you on the true performance of these investments.

Austin Gross
Blue Vault Broker Dealer Educational Summit
February 23, 2019

Blue Vault has been an important partner to Geneos in providing us and our advisors pertinent information about non-traded products and the industry as a whole. The annual BD Summit is a valuable due diligence experience for any broker dealer."