RIA Intel›Advisers›Maryland›BLUE MARLIN HOLDCO LLC

BLUE MARLIN HOLDCO LLC

Advisory

N·BETHESDA, MD

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM
$53M
1-Year AUM Growth
+41.0%
3-Year CAGR
+12.0%
Employees
9
Assets Under Management
Total AUM$53M
Discretionary AUM$53M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees9
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record6
First FilingNov 10, 2021
Latest FilingMar 20, 2026
🔒 Full AUM trend chart and 6 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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