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| Blue Marlin HoldCo LLC
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|---|---|
| CRD # | 313892 |
| SEC # | 801-122850 |
| CIK # | |
| AUM | 52.7 M (2026-03-20) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 202-213-7885 |
| Address | 7920 Norfolk Avenue Bethesda, MD 20814 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Blue Marlin Opportunities LP | [2021-11-10] | 40.1 M | 46.8 M |
| Filed 2023-04-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 1 | 52.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 52.7 |
| By Discretionary | ||
| Discretionary | 1 | 52.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 52.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 52.7 | |
| Total | 1 | 52.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Peter Kirsch | Director | 19 | 2 | |
| Rebecca Shane | Executive Officer | 1 | 1 | |
| Jeff Frient | Director | 1 | 1 | |
| Blue Marlin HoldCo LLC | Director | 1 | 1 | |
| Blue Marlin Opportunities GP LLC | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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