BlueBalance Capital

What BlueBalance Capital does

BlueBalance Capital is a private, Vienna-headquartered asset management firm focused on investment strategies and risk management, founded in 2019. It operates as a for-profit entity employing 11–50 staff, consistent with the profile of a boutique investment manager. Its public-facing materials (firm website) were not retrievable in this data set, returning only a security verification challenge page; consequently, no strategy classifications (e.g., long/short equity, macro, credit, multi-asset), fund vehicles, AUM, fee structure, or target investor base could be confirmed.

The firm is led by two named co-founders — Michael Schuelli (partner & co-founder) and Lukas Goetz (partner & founder) — establishing a partner-driven ownership and investment-culture model typical of smaller European asset managers. No products and services, customer references, partnerships, awards, regulatory registrations, or technology stack details were disclosed in the available sources. There is no evidence of institutional capital relationships, sub-advisory arrangements, or proprietary technology platforms in the supplied data.

The business model is implicitly that of an asset manager earning management and/or performance fees on client assets under management, though no fee schedule, investor type (institutional vs. private wealth), or distribution approach was verifiable. Operational scope (geographic, channel, segment) is similarly unconfirmed; the only verifiable geographic signal is the Vienna, Austria domicile. Overall, the data supports only a minimal descriptive profile, with material information gaps across product, revenue, customer, and technology dimensions.

Name

BlueBalance Capital

Website

https://bluebalancecapital.com

Company type

Private

Founded year

2019

Headcount range

11–50 employees

Short description

BlueBalance Capital is a Vienna-based, private asset management firm founded in 2019, focused on investment strategies and risk management for an unconfirmed client base, operating with 11–50 employees under a partner-led structure.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Large-Cap Equity (Active) (FSAAAIAA)

Keywords

• Asset management
• Investment strategies
• Risk management
• Portfolio management
• Wealth advisory

Headquarters

HQ city

Vienna

HQ country

Austria

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Core offering

BlueBalance Capital is an asset management firm that designs and delivers investment strategies and risk management solutions for its clients. The firm manages client capital through these strategies, focusing on aligning investment decisions with disciplined risk oversight.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Management Services Externally managed investment portfolios and strategy design for clients seeking professional asset management, with associated risk management oversight.
• Investment Risk Management Risk management discipline applied to client investment portfolios as part of the firm's asset management offering, supporting controlled exposure across investment strategies.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Direct peers

• Flossbach von Storch: Cologne-based European boutique asset manager known for risk-aware, multi-asset active strategies and strong HNW/retail franchise. Comparable as a DACH-region boutique emphasising risk discipline and active investment processes.
• C-Quadrat Investment Group: Vienna-headquartered boutique asset manager focused on active, risk-managed multi-asset and equity strategies across Europe. Closely comparable to BlueBalance Capital in size band, Vienna domicile, and risk-aware active investment positioning.
• Gutmann Kapitalanlagegesellschaft: Vienna-based private bank-affiliated asset manager offering bespoke portfolio management and investment funds to HNW and institutional clients. Comparable as a Vienna boutique focused on personalised, risk-disciplined mandates.
• BlueBay Asset Management: London-based boutique asset manager specialising in fixed income and credit strategies with strong risk-management heritage. Comparable as a boutique active manager where risk management is a core identity element of the brand.
• IQAM Invest: Austrian investment management firm (affiliated with UniCredit/Bank Austria) specialising in active quantitative and fundamental equity, bond, and multi-asset strategies. Comparable by Vienna domicile, active investment focus, and institutional client base.

Broad incumbents

• GAM Holdings: Swiss-listed asset manager offering active investment strategies across equities, fixed income, and multi-asset, with a strong European institutional and intermediary distribution footprint. Comparable as a European-headquartered active investment manager; broader and more diversified than BlueBalance Capital.

Regional players

• Erste Asset Management: Austrian asset manager headquartered in Vienna and part of the Erste Group banking franchise, managing multi-asset and equity strategies across CEE and the EU. Directly comparable as a Vienna-based investment management peer serving similar institutional and retail clients.
• Raiffeisen Capital Management: Vienna-based asset management arm of the Raiffeisen banking group, offering active equity, bond, and multi-asset strategies to Austrian and EU clients. Comparable by geography, scale band, and product mix.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/bluebalancecapital

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BlueBalance Capital