Bluefin Capital Management, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
24
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 an SEC-registered limited liability company that has been on the SEC register since 2001. FINTRX classifies the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. The dataset does not supply detailed descriptions of the firm’s advisory offerings or client verticals. FINTRX flags Bluefin as not being an active ESG investor and not operating as a multistate adviser, pension consultant, related adviser, or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 22
  • Gerard Mayerhofer

    OperationsCRD 1354612

  • Christopher Mcguigan

    Compliance OfficerCRD 2486075

  • Bertrand Chan

    PartnerCRD 2838159

Unlock 19 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 25

Active vs passive

$144M in ETFs

Passive

62%

$89.2M

Active

13%

$55.1M

ETFProviderStyleCategoryValueShares% of portfolio
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF (XOVR)$31.6M1,502,44321.92%

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth