Bluefin Research Partners, Inc.

Broker-DealerFINRA Member
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 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

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
  • Brian Kritzer

    PresidentCRD 1541993

  • Gerald Battista

    CCOCRD 2823683

  • Steve Mullane

    Steve Mullane

    Vice President, ResearchCRD 4592713

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