Bluefin Research Partners, Inc.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
119582
Registered since
May 22, 2002

Firm profile

FINTRX

Overview

Bluefin Research Partners, Inc. is organized as a corporation and has been SEC-registered since 2002. Ownership is listed as an individual owner. The FINTRX snapshot classifies the firm as unclassified, indicates it is not a capital allocator, and flags it as not an active ESG investor. Several typical firm attributes—such as client base, fee schedule, stated business or advisory activities, and affiliations—were not provided in the source data.

Assets & Accounts

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

Contacts

3 of 6
  • Gerald Battista

    CCOCRD 2823683

  • Paul Peterson

    PresidentCRD 5350638

  • Conor Connaughton

    Conor Connaughton

    Institutional Equity Research SalesCRD 7490771

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth