Bluefin Capital Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 113892
- Registered since
- September 10, 2001
- Website
- www.bfcm.com
Firm profile
FINTRXOverview
Bluefin Capital Management, LLC is an SEC-registered limited liability company formed in 2001. The firm is listed as owned by a domestic entity and an individual and is classified as unclassified in the source snapshot. Several operational flags are negative: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser according to the snapshot, and it does not list pension consulting or related-adviser status. The firm has provided minimal public description of its core business or advisory activities. Public regulatory filings and the firm's 13F data point to activity in publicly traded securities rather than private-market or bespoke wealth-management mandates. Beyond the regulatory identifiers and these filings, there is little public detail about target client segments or fee structure.
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
Owners & executives
2 of 2
Michael Kole
Chief Financial OfficerCRD 4854378
Arthur Duquette
CEO and PrincipalCRD 3158046
Contacts
3 of 21
Paul Rosenbaum
Fixed Income TraderCRD 4891311

Jonathan Good
Portfolio ManagerCRD 5702160
Nathaniel Canter
Product ManagementCRD 4894374
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$90.4M in ETFs
49%
$44.5M
10%
$45.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ERSHARES PRIVATE-PUBLIC CROSSOVER ETF (XOVR) | $31.6M | 1,502,443 | 35.00% |
Location
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
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