Bluefin Investment Management, LLC

Overview

Bluefin Investment Management, LLC operates as a small, equity-focused registered investment adviser organized as a limited liability company and managed by an individual owner. The firm’s stated advisory activity is portfolio management for individuals and small businesses and it charges fees as a percentage of assets under management. Its operating profile shows a clear preference for publicly traded equities — the firm’s reported asset mix is concentrated in exchange-traded securities held at a single institutional custodian. The practice appears to run as a compact, discretionary advisory platform: all reported assets are discretionary, suggesting the adviser makes ongoing portfolio decisions on behalf of the accounts it manages. The firm does not position itself as an ESG specialist, pension consultant, multi-state adviser, capital allocator, or part of a related-adviser group.

Assets & Accounts

Public Holdings

Location & Offices