BLUE MARLIN HOLDCO LLC

other names
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Adviser Profile
As of Date 03/25/2024
Adviser Type - Large advisory firm
Number of Employees 9 12.50%
of those in investment advisory functions 7
Registration SEC, Approved, 12/10/2021
AUM* 606,262,612 41.05%
of that, discretionary 606,262,612 41.05%
Private Fund GAV* 8,690,000 100.00%
Avg Account Size 30,313,131 26.94%
SMA’s No
Private Funds 1
Contact Info 202 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
430M 368M 307M 246M 184M 123M 61M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$8,690,000

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Brochure Summary

Overview

Blue Marlin HoldCo LLC (“Blue Marlin” or the “Firm”), a Delaware limited liability company formed in 2018 and reorganized in 2021, is registered with the SEC as an investment adviser. Blue Marlin is owned by its partners: Peter Kirsch, David Williams and Scott Brickman (the “Principals”) (the ownership interests of Mr. Williams and Mr. Brickman are held through their personal and family investment vehicles). Mr. Kirsch is the Managing Partner of Blue Marlin and is primarily responsible for the Firm’s day-to-day investment operations. Blue Marlin and its affiliates launched Blue Marlin Opportunities, LP, a private equity investment fund (the “Fund”) in February 2023. The Fund is offered exclusively on a “private placement” basis to select qualified investors pursuant to terms and conditions set forth in the Fund’s Private Placement Memorandum (the “Memorandum”). Generally, the Fund will seek to achieve a high level of capital appreciation for its investors by primarily making private equity investments in lower-middle market companies alongside Blue Marlin, its Principals, and/or others
with whom Blue Marlin and its principals have relationships. An affiliate of Blue Marlin, Blue Marlin Services, LLC (“Blue Marlin Services”), serves as the investment adviser to the Fund. Blue Marlin Services is expected to be a relying adviser (that relies on the SEC registration of Blue Marlin) following the launch of the Fund. Blue Marlin is also expected to serve as the managing member of Blue Marlin Capital Partners, LLC; Blue Marlin Southwest, LLC; Blue Marlin Southeast, LLC; Blue Marlin Midsouth, LLC; Blue Marlin Mountain West, LLC; and Blue Marlin Midwest, LLC (each, a “Cohort Partnership”) and as the investment adviser to the special purpose vehicles (each, an “SPV”) through which certain members of the Cohort Partnerships have made private equity investments. Please see the Memorandum and Item 8 for more information on the Fund’s investment strategies and Blue Marlin’s advisory business. Blue Marlin does not tailor the investment decisions of the Fund to individual investors, and investors generally will not be able to impose restrictions on the Fund’s investments.