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BLUE FIN CAPITAL, INC.
CRD 108451 · SEC 801-56127
91 MAIN STREET, SUITE 118, WARREN, RI, 02885, United States
Phone
401-454-0772
Fax
401-621-7756
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$755.9M
Discretionary AUM
$755.9M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 266 | $56.9M |
| High net worth individuals | 402 | $669.8M |
| Corporations/business entities | 15 | $14.9M |
States served
MA, NY, RI, NH, FL
All web addresses on file
Official SEC filing: View on IAPD