BLUE MARLIN ADVISORS, LLC

Overview

Blue Marlin Advisors, LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning, discretionary portfolio management and the selection of outside managers. The firm describes itself as a capital allocator and identifies as an active ESG investor, which suggests ESG criteria are integrated into security selection and manager due diligence. With a clear preference for equities, Blue Marlin implements portfolios that favor exchange-traded products while supplementing them with mutual funds and third‑party manager solutions where appropriate. The business model is adviser‑led rather than product‑driven: the firm uses fee arrangements that include percentage of AUM and fixed fees, and it acts as a gatekeeper to external managers when clients need access to strategies beyond the firm’s in‑house capabilities. Given the small scale of assets and client base, emphasis appears to be on customized advice, manager selection, and cost‑efficient ETF/stock sleeve construction rather than operating a broad in‑house alternative investment platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices