BLUE FIN CAPITAL, INC.
Firm details
- Headquarters
- WARREN, Rhode Island
- CRD number
- 108451
- Registered since
- December 23, 1998
- Website
- www.bluefincapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.61%
- Individuals7.52%
- Corporations / Businesses1.97%
- Pension & Profit Sharing Plans1.68%
- Charitable Organizations0.21%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Blue Fin Capital, Inc. is a privately owned corporate RIA that has been SEC-registered since 1998. The firm serves both individual/family and institutional clients and bills on a percentage-of-AUM basis. Its advisory work centers on portfolio management for individuals and small businesses. Blue Fin is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and reports operating as a single-state adviser. Equities are its stated preference.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents9%
Owners & executives
1 of 1GREGORY HYMAN
Chief Operations Officer and Chief Compliance OfficerCRD 5965438
Contacts
2 of 2MARS BISHOP
Co-President and Financial AdvisorCRD 1992757
RICHARD CAROLAN
Co-President and Financial AdvisorCRD 1544525
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$153M in ETFs
100%
$152M
0%
$458K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | BlackRock | Passive | Short Term Bond | $23.1M | 440,329 | 15.15% |
Location
WARREN, RI
BRISTOL
Location
WARREN, RI
Headquartered in WARREN, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- BRISTOL
- Address
- 91 Main St
- Time zone
- ET (UTC-5)
- Office locations
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