BLUEFIN RESEARCH PARTNERS, INC.
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 119582
- Registered since
- May 22, 2002
- Website
- www.bluefinresearch.com
Firm profile
FINTRXOverview
Bluefin Research Partners, Inc. is organized as a corporation and has been registered with the SEC since 2002. The firm is listed as being owned by an individual and is classified in the source dataset as "unclassified," with no further breakdown of its advisory activities or fee model provided. Available records indicate several regulatory and operational characteristics: Bluefin Research Partners is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a pension consultant or related adviser. The firm did not supply descriptions of its client base, business activities, or the specific advisory services it offers in the dataset used for this profile.
Assets & Accounts
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
Contacts
3 of 6GERALD BATTISTA
CCOCRD 2823683
PAUL PETERSON
PresidentCRD 5350638
Conor Connaughton
Institutional Equity Research SalesCRD 7490771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, 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
- SUFFOLK
- Address
- 133 Federal St
- Time zone
- ET (UTC-5)
- Office locations
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