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BLUE MARLIN HOLDCO

Business and Investment Profile

The BLUE MARLIN HOLDCO is a privately held investment adviser that advises $566.51mn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. BLUE MARLIN HOLDCO is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 142.54% over the last 4-years.

Regulatory Profile

The Group has been registered with the SEC for 4.64 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 7920 NORFOLK AVENUE STE 200, BETHESDA, MARYLAND. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 13 employees comprised of 9 investment and 4 non-investment staff. The total number of Employees increased by 62.5% over the last 4-years.

Asset Profile

Their $566.51mn in assets advised are owned by 26 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $566.51mn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

BLUE MARLIN HOLDCO names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: BLUE MARLIN HOLDCO

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Generated 2026-09-12T06:50:19.8859217.  © 2026 Convergence.