Data / Investment advisers / Maryland / Blue Marlin HOLDCO LLC
Blue Marlin HOLDCO LLC, Bethesda, MD: $52.7 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Blue Marlin HOLDCO LLC is an SEC registered investment adviser with its main office in Bethesda, Maryland and reports $52.7 million in regulatory assets under management in its Form ADV filed July 1, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 26 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 313892
- SEC file number
- 801-122850
- SEC status
- Approved, effective December 10, 2021
- Main office
- 7920 Norfolk Avenue Ste 200, Bethesda, MD 20814
- Phone
- (202) 213-7885
- Regulatory AUM
- $52,655,931 in the Form ADV filed July 1, 2026
- Discretionary AUM
- $52,655,931
- Accounts
- 1
- Employees
- 13, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 26: 25 other private funds, 1 private equity fund
- Gross assets of private funds
- $566,513,107
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $52.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $52.7 million | March 20, 2026 |
| December 1, 2025 | $51.5 million | March 21, 2025 |
Other advisers in Bethesda
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Global Environment Fund | Bethesda | $116 million | 3 | adviserinfo.sec.gov |
| Gritstone Asset Management LLC | Bethesda | $114.9 million | 1 | adviserinfo.sec.gov |
| RLJ Equity Partners, LLC | Bethesda | $109.1 million | 2 | adviserinfo.sec.gov |
| Standard Partners LLC | Bethesda | $108.3 million | 1 | adviserinfo.sec.gov |
| Kalamata Asset Management LLC | Bethesda | $106.8 million | 2 | adviserinfo.sec.gov |
| Singh Capital Partners | Bethesda | Not listed | 110 | adviserinfo.sec.gov |
| Imb Partners LLC | Bethesda | Not listed | 7 | adviserinfo.sec.gov |
| Northpond Ventures, LLC | Bethesda | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethesda, MD
- Investment advisers in Maryland
- Advisers with $50 million to $100 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Blue Marlin HOLDCO LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.