BLUE MARLIN ADVISORS, LLC

BLUE MARLIN ADVISORS, LLC of WEST PALM BEACH, FL is an SEC-registered investment adviser (CRD 305906). Regulatory assets under management: $5.7M.

Registration

• CRD: 305906
• Type: Registered investment adviser
• Location: 2054 VISTA PARKWAY, WEST PALM BEACH, FL, 33411-6742
• Phone: (407) 498-5778
• Latest filing: 2026-03-10
• Regulatory AUM: $5.7M
• Discretionary AUM: $5.7M
• Clients: 2
• Accounts: 19

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305906 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search