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| Happy Holidays!! thanks for using AUM13F!! |
| Blue Fin Capital Inc
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| CRD # | 108451 |
| SEC # | 801-56127 |
| CIK # | 0001576102 |
| AUM | $650.6 M (2025-03-10) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 401-454-0772 |
| Address | 91 Main Street Warren, RI 02885 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001576102 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 105.8 | ||
| Microsoft Corp | 48.7 | ||
| Apple Inc | 41.6 | ||
| Facebook Inc | 31.3 | ||
| Amazon Com Inc | 28.2 | ||
| Alphabet Inc | 19.1 | ||
| VISA Inc | 15.3 | ||
| Mastercard Inc | 14.3 | ||
| Costco Wholesale Corp /NEW | 12.3 | ||
| SPDR Gold Trust | 11.7 | ||
| J P Morgan Chase & Co | 10.5 | ||
| Lilly Eli & Co | 8.6 | ||
| CrowdStrike Holdings Inc | 6.2 | ||
| Wal Mart Stores Inc | 6.1 | ||
| ARM Holdings PLC /UK | 5.3 | ||
| UnitedHealth Group Inc | 5.2 | ||
| Alphabet Inc | 5.0 | ||
| United Technologies Corp /DE/ | 4.7 | ||
| Brookfield Asset Management Inc | 4.5 | ||
| Stryker Corp | 4.5 | ||
| BlackRock Inc | 4.3 | ||
| Home Depot Inc | 3.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 43.2 |
| (b) Individuals (high net worth individuals) | 220 | 576.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 10.9 |
| (h) Charitable organizations | 0 | 6.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 13.6 |
| (n) Other | 0 | 0.0 |
| Total | 651 | 650.6 |
| By Discretionary | ||
| Discretionary | 651 | 650.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 651 | 650.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 650.6 | |
| Total | 651 | 650.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001576102] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Invex Advisors LLC
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|
FL | 0.7 |
|
Kaydan Wealth Management Inc
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|
MI | 0.7 |
|
Pacific Capital Wealth Advisors Inc
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CA | 0.7 |
|
Eichner Investment Planning LLC
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OH | 0.7 |
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One8Zero8 LLC
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NC | 0.7 |
|
Peak Planning Group LLC
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CO | 0.7 |
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Moller Wealth Partners Inc
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|
IL | 0.7 |
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Searle & Co
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|
CT | 0.6 |
|
Navpoint Financial Inc
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|
MN | 0.6 |
|
RBO & Co LLC
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|
CA | 0.6 |