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Blue Fin Capital, Inc.

● SEC registered since 1998CRD 108451SEC# 801-56127Warren, RI
Export (members)
Reg. AUM
$755.9M
Employees
4
Accounts
689
Location
Warren, RI

Blue Fin Capital, Inc. assets under management

Blue Fin Capital, Inc. is a registered investment adviser overseen by the SEC based in Warren, RI. The firm has been registered since 1998. It reports $755.9 million in regulatory assets under management and employs 4 people.

Blue Fin Capital, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Gregory Moran Hyman ControlChief Operating Officer/ Chief Compliance OfficerUnder 5%2018
Mars Jonathan Bishop ControlPresident/Treasurer50-75%1998
Richard Francis Carolan ControlPresident50-75%2017

Frequently asked questions

How much does Blue Fin Capital, Inc. manage?

Blue Fin Capital, Inc. reports $755.9 million in regulatory assets under management on its Form ADV.

How many employees does Blue Fin Capital, Inc. have?

Blue Fin Capital, Inc. reports 4 employees.

Where is Blue Fin Capital, Inc. located?

Blue Fin Capital, Inc. is based in Warren, RI and has been SEC-registered since 1998.

Does Blue Fin Capital, Inc. disclose fund performance?

Blue Fin Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address91 Main Street, Suite 118, Warren, RI 02885
Phone401-454-0772
Fax401-621-7756
Office hours9:00 a.m. - 4:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$755.9M▲ 16%
Mar '25 — $650.6MApr '25 — $650.6MMay '25 — $650.6MJun '25 — $650.6MJul '25 — $650.6MAug '25 — $650.6MSep '25 — $650.6MOct '25 — $650.6MNov '25 — $650.6MDec '25 — $650.6MJan '26 — $650.6MFeb '26 — $650.6MMar '26 — $755.9MApr '26 — $755.9MMay '26 — $755.9MJun '26 — $755.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$755.9Mregulatory AUM
Discretionary $755.9M