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 an independent, SEC-registered registered investment adviser that has been operating since 1998. Structured as a corporation with individual ownership, the firm provides fee-based portfolio management to individuals, families and some institutional clients. Its advisory work centers on discretionary portfolio management for individuals and small businesses, and it charges a percentage-of-AUM fee. The firm does not identify as an active ESG investor and does not present itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Gregory Hyman
Chief Operations Officer and Chief Compliance OfficerCRD 5965438
Contacts
2 of 2
Mars 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 67Active vs passive
$164M in ETFs
99%
$163M
<1%
$1.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | BlackRock | Passive | Short Term Bond | $24.6M | 469,389 | 14.98% |
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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