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.