Blue Marlin Holdco Llc
- Regulatory AUM
- $52.7M
- Discretionary
- $52.7M
- Clients
- 1
- Avg AUM / client
- $52.7M
- Accounts
- 1
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $52.7M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $8.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Blue Marlin Opportunities, Lp | Private Equity Fund | Delaware | $8.7M | 0 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kirsch, Peter, Allen | Managing Partner | Jul 2018 (8y) | 25% – 50% | |
| Brickman, Scott | Member | Apr 2021 (5y) | ≈ 7.5% – 25% via Long Grove Partners Llc | |
| Williams, David, Scott | Member | Apr 2021 (5y) | ≈ 7.5% – 25% via Williams Capital Partners | |
| Shane, Rebecca | Chief Financial Officer And Chief Compliance Officer | Jan 2022 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Williams Capital Partners | Owner | Mar 2021 | A | 10% – 25% |
| Long Grove Partners Llc | Owner | Mar 2021 | A | 10% – 25% |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brickman, Scott: 75% – 100% of Long Grove Partners Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Williams, David, Scott: 75% – 100% of Williams Capital Partners × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $8.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Blue Marlin Opportunities, Lp | Private Equity Fund | $8.7M | $1.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 5.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗