Bluefin Capital Management, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
25
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
113892
Registered since
September 10, 2001

Firm profile

FINTRX

Overview

Bluefin Capital Management, LLC is organized as a limited liability company and is owned by a combination of a domestic entity and an individual. Public records classify the firm as "unclassified." The dataset indicates the firm does not position itself as a capital allocator, an ESG-specialist, a pension consultant, a related adviser, or a multi-state adviser. Information about fee structure, client types, and specific advisory or business activities was not included in the provided data.

Public Holdings

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Arthur Duquette

    CEO and PrincipalCRD 3158046

  • Michael Kole

    Michael Kole

    Chief Financial OfficerCRD 4854378

Contacts

3 of 23
  • Gerard Mayerhofer

    OperationsCRD 1354612

  • Christopher Mcguigan

    Compliance OfficerCRD 2486075

  • Bertrand Chan

    PartnerCRD 2838159

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 14

Active vs passive

$90.4M in ETFs

Passive

49%

$44.5M

Active

10%

$45.8M

ETFProviderStyleCategoryValueShares% of portfolio
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF (XOVR)$31.6M1,502,44335.00%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
41 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth