BLUE MARLIN HOLDCO LLC

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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%

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:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News

Energy Transfer in HOA offtake deal with TotalEnergies for Blue Marlin crude oil
11/16/2023

Seeking Alpha


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 1 $8,690,000

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Private Funds



Employees




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, Jeff Frient, 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 and Mr. Frient are the Managing Partners of Blue Marlin and are primarily responsible for the Firm’s day-to-day investment operations. Blue Marlin and its affiliates are in the process of launching Blue Marlin Opportunities, LP, a private equity investment fund (the “Fund”). 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 also serves 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. As of December 31, 2022, Blue Marlin managed approximately $308.6 million of assets in the SPVs. The fund has not yet had its first close or capital call as of the date of this amendment.