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BLUE MARLIN HOLDCO LLC

BETHESDA, MD · CRD 313892 · IAPD ↗ · 202-213-7885

$52.7MRegulatory AUM
9Advisory reps
13Employees
0Clients
n/aPlanning clients
26Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2025 — BLUE MARLIN HOLDCO LLC reported RAUM down 92% ($606.3M -> $51.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
52
April 2025 — BLUE MARLIN HOLDCO LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — BLUE MARLIN HOLDCO LLC crossed $500M in regulatory AUM ($429.8M -> $606.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.