Sign in Sign up for free

Bluefin Investment Management, LLC (Berwyn)


Bluefin Investment Management, LLC is a large advisory firm based in Berwyn. It manages $272.2 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Pennsylvania.

Bluefin Investment Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bluefin Investment Management: assets under management

The assets under management (AUM) of Bluefin Investment Management, LLC is $272.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $272.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $136.1 million each.
Bluefin Investment Management has custody of $172.2 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bluefin Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Berwyn

The principal office where Bluefin Investment Management, LLC performs its advisory services is located at 1235 Westlakes Drive, Berwyn, PA 19312, which is also the mailing address of the firm. An additional office of the firm is in Yardley, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-540-0019 or by fax 610-647-1395. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


Registered investment advisers similar to Bluefin Investment Management, LLC