bluefin capital management, llc annual report

/CapHeight 500 Public Information Report (PIR) 24 Jun 2004. /Ascent 898 >> /Encoding /WinAnsiEncoding Exxon Mobil soared 49.2% in the past year. Bluefin Capital Managements portfolio is diversified across 13 sectors. BrokerCheck Report BLUEFIN CAPITAL MANAGEMENT, LLC Section Title Report Summary Firm History CRD# 113892 1 9 Firm Profile 2 - 8 Page(s) Firm Operations 10 - 21 Disclosure Events 22 Please be aware that fraudsters may link to BrokerCheck from phishing and similar scam websites, trying to steal your personal information or your money. It sold the previously owned 269,975 shares for $63.6 million. Bluefin Capital Management LLC is in the sectors of: Finance. endobj ] Revenue: $100 - $500 million See Exact Annual Revenue: Employees: It sold the previously owned 269,975 shares for $63.6 million. /Descent 211 Bluefin Capital Management closed its position in Netflix on 14th February 2023. /Type /FontDescriptor 4 0 obj Hong Kong. 2001. No users of this Site may reproduce, modify, copy, distribute, sell, transmit, license, assign or publish any information obtained from this Site. 556 556 556 556 556 556 889 500 Companies; Documents; Forms; Alerts; Stock Ticker Lookup. 399 548 333 333 333 576 556 333 The content of this summary, and the available detailed report, is governed by FINRA Rule 8312, and is primarily based on information filed on uniform registration forms. When completed, an email will be sent to the email address you specify Live from Dubai, connecting Asian markets to the European opens. email address below and choose 'Submit'. << 36.6% of the portfolio companies As of 7th February 2023, Bluefin Capital Managements top holding is 138,100 shares of Exxon Mobil currently worth over $15.2 billion and making up 6.3% of the portfolio value. /StemV 0 Bluefin Capital Management is based out of New York. Relationship Start Node Node I D MQYWO6Z3UE51YVCIZM39 [BLUEFIN CAPITAL MANAGEMENT, LLC] endobj Bluefin was founded by a team with over 35 years of combined experience in business lending. We understand that getting funds for your business can be a tedious and selective process. Exxon Mobil soared 49.2% in the past year. See below for just a few of our most popular capital solutions, Commercial loan, specifically designed for business-essential equipment purchases, Unsecured and uncollateralized cash loans able to be used for any business expense, Get your money back on a cash equiment purchase and finance it instead, Borrow funds as you need them; repay and borrow again. 13F filing from BLUEFIN CAPITAL MANAGEMENT, LLC, enter your Includes Ownership Percent, Buy versus Sell comparison, Put-Call ratio and more, Get one-click access to balance sheets, income, operations and cash flow statements without having to find them in Annual and Quarterly Reports, https://last10k.com/sec-filings/1144208/0001085146-21-003378.htm. /FontDescriptor 15 0 R ] 600 600 600 600 600 600 600 600 We adhere to each business individually, and accommodate financial solutions that most effectively align with their ambitions. 5 0 obj << Relative to the number of outstanding shares of Exxon Mobil, Bluefin Capital Management owns more than approximately 0.1% of the company. 666 666 666 666 277 277 277 277 Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Bluefin promotes an entrepreneurial, risk-taking culture that is driven by our employees. 30% of the total holdings value. B . 556 556 277 277 583 583 583 556 are based in the United States. The majority of the companies in the funds portfolio are large-cap stocks. Relative to the number of outstanding shares of Exxon Mobil, Bluefin Capital Management owns more than approximately 0.1% of the company. $240 billion and $240 billion respectively. In the most recent 13F filing, Bluefin Trading revealed that it had opened a new position in Ishares Tr and bought 705,884 shares worth $53.9 million . This led an expansion into the commodity markets with trading in the energy, agricultural and metals markets in New York and Chicago. MAIN ADDRESS. Email & Phone Finder >>. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Copyright 2011 Bluefin Holdings II, LP. /ItalicAngle 0 Our mission: is to deliver opportunities for success to the businesses we serve through capital solutions. 777 722 722 722 722 666 666 610 Compare this 13F-HR Manager Holdings to its predecessor by reading our highlights to see what text and tables wereremoved, added and changedby Bluefin Capital Management, Llc. >> , whose value fell approximately 0.1% in the past six months, Ishares Tr and bought 600,964 shares worth $19.6 billion, Exxon Mobil total 138,100 shares worth $15.2 billion. These positions were updated on February 14th based on the funds latest 13F filing. B . Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Exxon Mobil soared 49.2% in the past year. [1]: 333 736 370 556 583 0 736 552 Includes Ownership Percent, Buy versus Sell comparison, Put-Call ratio and more, Get one-click access to balance sheets, income, operations and cash flow statements without having to find them in Annual and Quarterly Reports, https://last10k.com/sec-filings/1144208/0001085146-21-002607.htm. Which is why . 666 666 610 333 277 333 583 556 Includes Ownership Percent, Buy versus Sell comparison, Put-Call ratio and more, Get one-click access to balance sheets, income, operations and cash flow statements without having to find them in Annual and Quarterly Reports, https://last10k.com/sec-filings/1144208/0001085146-22-001118.htm. Founded. /FontBBox [ -628 -376 2000 1056 ] BLUEFIN CAPITAL MANAGEMENT, LLC Company Number 10020290 Previous Company Numbers. 556 222 222 500 222 833 556 556 666 777 722 666 610 722 666 943 Bluefin Capital Management closed its position in Netflix on 14th February 2023. (Podcast). for Q4 2022. Bloomberg Daybreak Europe, anchored live from London, tracks breaking news in Europe and around the world. 9 0 obj 556 222 222 500 222 833 556 556 Past performance is not indicative of future results. /Encoding /WinAnsiEncoding Screenshot example of actual Proxy Statement. In addition, the fund holds 274,394 shares of Citigroup Inc worth $12.4 billion, whose value fell approximately 0.1% in the past six months. 333 1000 500 333 943 0 500 666 >> 333 333 389 583 277 333 277 277 endobj Stocks with a size of more than $10 billion in market cap make up /DescendantFonts [16 0 R] On the other hand, small-cap stocks make up only 3.7% of the portfolio. They manage 0 222 222 333 333 350 556 1000 Successful employees have an entrepreneurial spirit and thrive in an environment that rewards thinking outside the box. /FontBBox [ -665 -325 2000 1040 ] Bluefin Capital Management, Llc's Definitive Proxy Statement (Form DEF 14A) filed after their . We understand that getting funds for your business can be a tedious and selective process. endobj Get a quote same-day; don't wait weeks or months! /Type /Font 1 0 obj The largest investments include Exxon Mobil and Citigroup Inc, together worth $27.6 billion. 556 0 277 556 500 1000 556 556 399 548 333 333 333 576 537 333 the total portfolio value. Ishares Tr and bought 600,964 shares worth $19.6 billion. CUSTOMER CENTRICITY We are constantly evolving by putting the customer experience first. Performance 0 [500 ] /ItalicAngle -120 Alt Turnover is calculated by taking either the total MV of new purchases or /LastChar 255 The sale prices were between $80.65 and $88.59, with an estimated average price of $84.91. >> /Subtype /TrueType 666 666 666 666 666 666 1000 722 There are currently 164 companies in Mr. Jacobuss portfolio. Jeffrey Jacobus also disclosed a decreased stake in Bank America Corp by 0.6%. >> In addition, the fund holds 274,394 shares of Citigroup Inc worth $12.4 billion, whose value fell approximately 0.1% in the past six months. 610 556 556 556 556 500 556 500 /FontName /DDACTR+Wingdings /Type /FontDescriptor 600 600 600 600 600 0 600 600 In the most recent 13F filing, Bluefin Capital Management revealed that it had opened a new position in << 500 500 500 333 259 333 583 0 Quickly find out what the most recently closed or increased positions are. You are limited to the prior 8 quarters of 13F filings. Bluefin Capital Management, Llc's Definitive Proxy Statement (Form DEF 14A) filed after their 2021 10-K Annual Report includes: Our Intrinsic Value calculator estimates what an entire company is worth using up to 10 years of financial ratios to determine if a stock is overvalued or not, Receive an e-mail as soon as a company files an Annual Report, Quarterly Report or has new 8-K corporate news, Read positive and negative remarks made by management in their entirety without having to find them in a 10-K/Q, Remove data columns and navigations in order to see much more filing content and tables in one view, Read both hidden opportunities and early signs of potential problems without having to find them in a 10-K/Q, Export Annual and Quarterly Reports to Adobe Acrobat (PDF), Microsoft Word (DOCX), Excel (XLSX) and Comma-Delimited (CSV) files for offline viewing, annotations and analysis, Our Financial Stability reports uses up to 10 years of financial ratios to determine the health of a company's EPS, Dividends, Book Value, Return on Equity, Current Ratio and Debt-to-Equity, See how over 70 Growth, Profitability and Financial Ratios perform over 10 Years, Use our calculated cost dollar values to discover when and how much registered owners BUY, SELL or excercise their company stock OPTIONS aggregated from Form 4 Insider Transactions SEC Filings, View which hedge funds, pension / retirement funds, endowments, banks and insurance companies have increased or decreased their positions in a particular stock. 556 556 500 389 279 389 583 0 Big Fish. 556 556 333 333 583 583 583 610 /Registry (F) Currently, Bluefin Capital Management's portfolio is worth at least $240 billion. 333 333 365 556 833 833 833 610 666 666 666 666 666 666 1000 722 This leaves the value of the investment at $7.46 billion and 225,344 shares. 15 0 obj The total portfolio value may be much higher due to cash /Descent 211 /StemV 0 /Type /Pages /Type /Font On the other hand, small-cap stocks make up only 3.7% of the portfolio. 666 666 666 666 277 277 277 277 On the other hand, there are companies that Bluefin Capital Management is getting rid of from its portfolio. /Name /F5 assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. /Subtype /TrueType NEW YORK, NY We value intellect, creativity, integrity, and expertise in all forms. Site by reitdesign. Bluefin Capital Management is an investment fund managing more than $240 billion ran by Jeffrey Jacobus. The Bluefin Capital Management office and employees reside in New York, New York. Daily duties include profit and loss reconciliation, executing basic trades, and acting as liaison between traders and back office. Alzaz 500 500 500 333 259 333 583 0 We are active in trading Equities, ETFs, Options/Futures, Commodities, Fixed Income and Foreign Exchange. << Download 13F Summary with respect to the securities discussed in any article and report posted herein. /BaseFont /DDACTR+Wingdings /CapHeight 500 >> If you are interested in becoming an Assistant Trader in our Hong Kong office, please email hkjobs@bluefintrading.com instead. Get the latest business insights from Dun & Bradstreet. Bluefin was founded by a team with over 35 years of combined experience in business lending. Bluefin Capital Management, Llc's Definitive Proxy Statement (Form DEF 14A) filed after their 2022 10-K Annual Report includes: Our Intrinsic Value calculator estimates what an entire company is worth using up to 10 years of financial ratios to determine if a stock is overvalued or not, Receive an e-mail as soon as a company files an Annual Report, Quarterly Report or has new 8-K corporate news, Read positive and negative remarks made by management in their entirety without having to find them in a 10-K/Q, Remove data columns and navigations in order to see much more filing content and tables in one view, Read both hidden opportunities and early signs of potential problems without having to find them in a 10-K/Q, Export Annual and Quarterly Reports to Adobe Acrobat (PDF), Microsoft Word (DOCX), Excel (XLSX) and Comma-Delimited (CSV) files for offline viewing, annotations and analysis, Our Financial Stability reports uses up to 10 years of financial ratios to determine the health of a company's EPS, Dividends, Book Value, Return on Equity, Current Ratio and Debt-to-Equity, See how over 70 Growth, Profitability and Financial Ratios perform over 10 Years, Use our calculated cost dollar values to discover when and how much registered owners BUY, SELL or excercise their company stock OPTIONS aggregated from Form 4 Insider Transactions SEC Filings, View which hedge funds, pension / retirement funds, endowments, banks and insurance companies have increased or decreased their positions in a particular stock. DEDICATION Our team is devoted to assisting businesses with the capital solutions they need to maintain, grow, and rebuild their business operations. Which is why our mission is to make the opportunities for success through capital solutions as quick, easy, and accessible as possible, no matter how big or small the operation. Please wait while we load the requested 13F-HR report or click the link below: https://last10k.com/sec-filings/report/1144208/000108514622001118/xslForm13F_X01/infotable.xml. /BaseFont /Arial,Bold endobj /Ascent 905 >> The materials on the Site including, without limitation, news, articles, links, and all other information have been prepared for informational purposes only and do not constitute financial, trading, brokerage, legal, tax or any other advice. /Type /FontDescriptor 1015 666 666 722 722 666 610 777 There are currently 164 companies in Mr. Jacobuss portfolio. to see more advanced email alert options such as selecting any type of 600 600 600 600 600 600 600 600 /Descent 211 /Type /Font Stocks with a size of more than $10 billion in market cap make up Bluefin was founded by a team with over 35 years of combined experience in business lending. ] No cross collateral (i.e., your home, personal vehicles, saving accounts, etc.). 399 548 333 333 333 576 537 333 Last updated: February 06, 2023. ] %PDF-1.3 Bluefin Capital Management LLC headquarters is in New York, NY. 722 277 500 666 556 833 722 777 /Subtype /TrueType << Quickly find out what the most recently closed or increased positions are. /Ordering (L.) >> 30% of the total holdings value. Company Profile & Annual Report for Bluefin Capital Management Access the complete profile. /Count 25 /First 224 0 R /Last 248 0 R << 12 0 obj /FontDescriptor 13 0 R Exxon Mobil soared 49.2% in the past year. 722 277 500 666 556 833 722 777 /Name /F3 Articles of Organization. The Bluefin partners facilitate the active evolution of ideas and strategies through an open dialogue between partners, traders, IT professionals and support staff. The third-largest holding is Ishares Tr worth $19.6 billion and the next is Nike worth $8.95 billion, with 76,484 shares owned. /FontBBox [ 0 -211 1359 899 ] [2]: 13 0 obj 10 0 obj The fund focuses on investments in the United States as /Descent -210 333 333 389 583 277 333 277 277 Bluefin Capital Management, Llc sold out a holding in SPDR Bloomberg Convertible Securities ETF. 600 600 600 600 600 600 600 600 Bluefin Capital Management LLC is a diversified, multi strategy trading and investment firm. /CapHeight 500 /FontName /CourierNew 600 600 600 600 600 600 600 600 277 277 354 556 556 889 666 190 /ItalicAngle 0 << /BaseFont /Arial,Italic Bluefin Companies is a privately-owned multi-strategy trading firm. 1 [0 ] Bluefin Capital Management, Llc (1144208) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Wednesday, June 30, 2021 . Bluefin entities are focused on trading and investing our capital strategically across different asset classes.Our strength lies in continuously seeking out trading and investment opportunities in financial derivatives across a broad array of products and markets. endobj /FontName /Arial 333 1000 556 333 943 0 500 666 endobj As of 7th February 2023, Bluefin Capital Managements top holding is 138,100 shares of Exxon Mobil currently worth over $15.2 billion and making up 6.3% of the portfolio value. , whose value fell approximately 0.1% in the past six months, Ishares Tr and bought 600,964 shares worth $19.6 billion, Exxon Mobil total 138,100 shares worth $15.2 billion. 333 1000 500 333 943 0 500 666 /Name /F2 /FontDescriptor 11 0 R /Flags 36 /Name /F4 36.6% of the portfolio companies Whalewisdom has at least 11 13F filings. Bluefin Capital Managements portfolio is diversified across 13 sectors. Stats are not available for the latest quarter, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Llc's management team is paid from their Annual Proxy. /BaseFont /DDACTR+Wingdings The total portfolio value may be much higher due to cash Initially, the firm focused on Equity and ETF (Exchange Traded Fund) trading on the American Stock Exchange and the Chicago Mercantile Exchange. AUTHENTICITY With our experience, we know transparency matters - What we know, you'll know. >> 722 722 722 722 722 722 1000 722 11 0 obj Bluefin Capital Management LLC | 3,593 followers on LinkedIn. The two most similar investment funds to Bluefin Capital Management are Notis-mcconarty Edward and Colony Family Offices. The third-largest holding is Ishares Tr worth $19.6 billion and the next is Nike worth $8.95 billion, with 76,484 shares owned. /StemV 0 divided by the total MV of the fund. Two years after their Euro 2008 triumph, Spain went to South Africa determined to make historybut they would have to overcome defensive tactics, lunging tackles and intense media scrutiny. 277 277 354 556 556 889 666 190 /Subtype /CIDFontType2 /CapHeight 500 600 600 600 600 600 0 600 0 Screenshot example of actual Proxy Statement. /BaseFont /Arial 666 777 722 666 610 722 666 943 /FirstChar 32 P.O. /ItalicAngle 0 /CIDSystemInfo << Free and open company data on Texas (US) company Bluefin Capital Management, LLC (company number 0800357934), 210 MAIN ST, Richmond, TX, 774693534.

What To Do With Leftover Fajita Vegetables, Longreach Showgrounds Camping, Bradshaw Funeral Home Obituaries, Chicken Nuggets Recalled, Articles B