9AT: BLUEFIN FINANCIAL

Adviser Profile

As of Date	04/24/2026
Registration	SEC, Approved, 01/02/2018
Other registrations (3)	Pennsylvania, Terminated, 01/31/2018 Florida, Terminated, 01/29/2018 Texas, Terminated, 01/29/2018
ADV Location	MOORESTOWN, NJ, United States
Contact Info	(85 xxxxxxx
Websites

AUM^*	289,591,779 25%
of that, discretionary	272,066,391 24%
Number of Employees	4
of those in investment advisory functions	3 -25%
Private Fund GAV^*	0
Avg Account Size	409,028 16%
% High Net Worth	20.54% 53%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser LIGHTHOUSE FINANCIAL SERVICES INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM472.5m	#Funds-
Adviser ACRYLIC FINANCIAL, INC.	Hedge Fund4.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.0m	AUM73.5m	#Funds1
Adviser MONEY MANAGEMENT CONCEPTS INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM119.6m	#Funds-
Adviser TRUCLARITY WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM100.5m	#Funds-
Adviser PETSO FINANCIAL CONSULTANTS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser THE FAUSER GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM314.5m	#Funds-
Adviser MFA WEALTH SERVICES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM293.1m	#Funds-
Adviser KACHKOVSKY & FISHER, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM305.1m	#Funds-
Adviser AFFINITY FINANCIAL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM466.3m	#Funds-
Adviser STERLING INVESTMENT COUNSEL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-

Brochure Summary

Overview

3 C. Client Tailored Services and Client Imposed Restrictions Pension Consulting Services BFF offers consulting services to pension or other employee benefit plans (including but not limited to 401(k) plans). Pension consulting may include, but is not limited to:
• identifying investment objectives and restrictions
• providing guidance on various assets classes and investment options
• recommending money managers to manage plan assets in ways designed to achieve objectives
• monitoring performance of money managers and investment options, and if necessary making recommendations for changes
• recommending other service providers, such as custodians, administrators and broker-dealers
• creating a written pension consulting plan
• investment advisement services
• allocating plan assets based on investment objectives of the plan
• managing plan assets in ways designed to achieve objectives
• selecting mutual funds that plan participants can choose as their funding vehicles BFF offers ongoing consulting services to pension or other employee benefit

plans (including but not limited to 401(k) plans) based on the demographics, goals, objectives, time horizon, and/or risk tolerance of the plan’s participants. Pension consulting services are provided on either a discretionary or non-discretionary basis. BFF performs trades as part of its discretionary pension consulting services only. Financial Planning Financial plans and financial planning may include, but are not limited to: investment planning; life insurance; tax concerns; retirement planning; college planning; and debt/credit planning. All planning will include a consultation and/or a written financial plan. With respect to financial plans, BFF’s services will conclude upon delivery of the financial plan. Services Limited to Specific Types of Investments BFF does not limit its advisory services to specific types of investments. BFF offers the same suite of services to all of its clients. However, specific client investment strategies and their implementation are dependent upon the client Investment Policy D. Wrap Fee Programs E. Assets Under Management

BLUEFIN FINANCIAL

BLUEFIN FINANCIAL

MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL

MONEY MANAGEMENT FINANCIAL SERVICES LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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BLUEFIN FINANCIAL BLUEFIN FINANCIAL MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL MONEY MANAGEMENT FINANCIAL SERVICES LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

BLUEFIN FINANCIAL

BLUEFIN FINANCIAL

MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL

MONEY MANAGEMENT FINANCIAL SERVICES LLC