RIA Intelligence

BLUE FIN CAPITAL, INC.

CRD #108451 SEC #801-56127 WARREN, RI 401-454-0772
SEC Registered
Total AUM
$650.6M
Discretionary
$650.6M
Employees
4
Clients
--
Accounts
651

AUM Over Time

DateMar 2025
Total AUM$650.6M
Discretionary$650.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$507.5M
Discretionary$507.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$365.7M
Discretionary$365.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$403M
Discretionary$403M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$403M
Discretionary$403M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$353.9M
Discretionary$353.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$283.2M
Discretionary$283.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$283.2M
Discretionary$283.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2018
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees6
Clients0
DateNov 2017
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2017
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees5
Clients190
DateMar 2016
Total AUM$184.4M
Discretionary$184.4M
Non-Disc.$0
Employees5
Clients186
DateMar 2016
Total AUM$184.4M
Discretionary$184.4M
Non-Disc.$0
Employees5
Clients186
DateNov 2015
Total AUM$186.6M
Discretionary$186.6M
Non-Disc.$0
Employees5
Clients187
DateMar 2015
Total AUM$186.6M
Discretionary$186.6M
Non-Disc.$0
Employees5
Clients187
DateOct 2014
Total AUM$165.5M
Discretionary$165.5M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$165.5M
Discretionary$165.5M
Non-Disc.$0
Employees5
Clients200
DateMar 2013
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees5
Clients200
DateMar 2013
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees5
Clients200
DateMar 2012
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees6
Clients200
DateFeb 2009
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$92.9M
Discretionary$92.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$85.3M
Discretionary$85.3M
Non-Disc.$0
Employees5
Clients--