# Blue Marlin Holdco LLC

> Blue Marlin Holdco LLC is an SEC-registered investment advisory firm in Bethesda, MD, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 313892
- Filed as: BLUE MARLIN HOLDCO LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313892
- AdvisorCensus page: https://advisorcensus.com/firm/blue-marlin-holdco-llc-bethesda-md-313892

## Quick answers

**How is Blue Marlin Holdco LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Marlin Holdco LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Blue Marlin Holdco LLC located?**
Blue Marlin Holdco LLC's principal office is in Bethesda, MD, according to its Form ADV.

**Is Blue Marlin Holdco LLC registered with the SEC or a state?**
Blue Marlin Holdco LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313892.

**How much does Blue Marlin Holdco LLC manage?**
Blue Marlin Holdco LLC reports $52,655,931 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**How have Blue Marlin Holdco LLC's assets and staff changed since 2022?**
In the Form ADV data for Blue Marlin Holdco LLC: Regulatory assets under management: $233,571,397 in the October 2022 data and $52,655,931 in the October 2026 data, down 77%. Total employees: 8 in October 2022 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Marlin Holdco LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Blue Marlin Holdco LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313892

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $52,655,931
- Discretionary: $52,655,931
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $52,655,931 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 13 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bluemarpartners.com
- LinkedIn @blue-marlin-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $233,571,397 | 8 | March 31, 2022 |
| October 2023 | $429,831,871 | 8 | June 14, 2023 |
| October 2024 | $606,262,612 | 9 | March 25, 2024 |
| October 2025 | $51,475,385 | 11 | March 21, 2025 |
| October 2026 | $52,655,931 | 13 | July 1, 2026 |

Regulatory assets under management: $233,571,397 in the October 2022 data and $52,655,931 in the October 2026 data, down 77%.
Total employees: 8 in October 2022 and 13 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Marlin Holdco LLC (CRD 313892): Form ADV filing data as of October 2026.