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 with individual ownership. The firm's public profile in the dataset is compact: it is classified as unclassified and is not identified as a capital allocator. The record indicates it does not position itself as an active ESG investor, is not designated as a multi-state adviser, and is not listed as a pension consultant or related adviser. There are no disclosed details in this source about the firm's specific advisory services, fee structure, client segments, or investment mandates.
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 6Brian Kritzer
PresidentCRD 1541993
Gerald Battista
CCOCRD 2823683

Steve Mullane
Vice President, ResearchCRD 4592713
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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