CRD: 149904
Bluefin Investment Management, LLC
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- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-22-2009
- Office Locations
- 1
Office Locations
About Bluefin Investment Management, LLC
Bluefin Investment Management, LLC is an independent, fee-only investment manager in Ponte Vedra Beach, FL (founded 2009) providing discretionary investment management for individuals and institutions, including nonprofits, endowments, trusts/estates, and retirement plans. Its managed accounts are implemented primarily with ETFs, making it a potential fit for ETF and model portfolio distribution.
Team overview
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Custodian
Investment Vehicles
Services
Owner & Executives
BRIAN P. RUSSELL
Chief Compliance Officer, Founding Partner, President
- CRD
- #4746031
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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