Bluefin Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bluefin Investment Management primarily provides discretionary portfolio management for pooled vehicles and institutional assets, and its brochure also notes work with high‑net‑worth individuals — a client type that is uncommon among managers in this category. Services are the investment management and related advisory functions typical for an investment manager.
The firm's investment programs are overseen directly by its sole investment professional, who the brochure lists as having a B.S. in Finance and an MBA and who provides all asset management supervision. With one advisor and roughly $500,000 in assets under management, client relationships are managed on a direct, advisor‑driven basis rather than through a larger team structure.
The brochure discloses no disciplinary history and no outside business activities, and supervision is centralized with the single principal, which is indicative of a compact compliance and oversight model. Compared with peers, the combination of a very small asset base, an institutional/pooled mandate alongside uncommon high‑net‑worth client work, and sole‑advisor oversight is a distinctive operational profile.
Client services
Main office
Ponte Vedra Beach FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Bluefin Investment Management · Bluefin Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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