bluefin capital management, llc annual report

/LastChar 255 /Type /Font Bluefin Capital Management, Llc sold out a holding in SPDR Bloomberg Convertible Securities ETF. The largest investments include Exxon Mobil and Citigroup Inc, together worth $27.6 billion. Annual Registration. >> The two most similar investment funds to Bluefin Capital Management are Notis-mcconarty Edward and Colony Family Offices. 556 556 556 556 556 556 889 500 On the other hand, there are companies that Bluefin Capital Management is getting rid of from its portfolio. These positions were updated on February 14th based on the funds latest 13F filing. MAIN ADDRESS. << To connect with Bluefin Capital Management LLC's employee register on Signalhire. Companies; Documents; Forms; Alerts; Stock Ticker Lookup. Bluefin Capital Managements portfolio is diversified across 13 sectors. 722 277 500 666 556 833 722 777 Bluefin Capital Managements portfolio is diversified across 13 sectors. /FirstChar 32 They manage Live from Dubai, connecting Asian markets to the European opens. All information contained herein is provided as is and Bluefin Companies expressly disclaims any express or implied warranties of any kind whatsoever relating to the completeness or accuracy of such information. It sold the previously owned 269,975 shares for $63.6 million. 277 333 474 556 556 889 722 237 /Descent 211 /Subtype /Type0 /BaseFont /Arial,Italic MAIN ADDRESS. /FirstChar 32 Alt Turnover is calculated by taking either the total MV of new purchases or /FontDescriptor 5 0 R Llc's management team is paid from their Annual Proxy. for Q4 2022. This makes their stake in Barclays Bk Plc total 1,665,246 shares worth $77 million . >> (Podcast). The two most similar investment funds to Bluefin Capital Management are Notis-mcconarty Edward and Colony Family Offices. Subscribe to WhaleWisdom to view all filing data Bluefin promotes an entrepreneurial, risk-taking culture that is driven by our employees. /StemV 0 41 Madison Avenue 556 556 277 277 583 583 583 556 In the most recent 13F filing, Bluefin Capital Management revealed that it had opened a new position in After gaining a solid foothold in the equity and equity derivative markets, Bluefin expanded to equity option and initiated energy derivatives trading at the New York Mercantile Exchange in 2002. 556 556 556 556 277 277 277 277 >> Jeffrey Jacobus also disclosed a decreased stake in Bank America Corp by 0.6%. [2]: << Annual Registration. For decades, we've cultivated healthy relationships with the industry's most renowned and knowledgeable leaders, allowing us to provide our customers with the first-class products and fast processes needed to maintain business performance and growth. [/PDF /Text /ImageC] Relationship Start Node Node I D MQYWO6Z3UE51YVCIZM39 [BLUEFIN CAPITAL MANAGEMENT, LLC] 600 600 600 600 600 600 600 600 610 556 556 556 556 500 556 500 ] The investment fund also strengthened its position in Exxon Mobil by buying 333 736 370 556 583 0 736 552 600 600 600 600 600 0 600 600 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. Jeffrey Jacobus also disclosed a decreased stake in Bank America Corp by 0.6%. are based in the United States. Bluefin Capital Management, Llc's Definitive Proxy Statement (Form DEF 14A) filed after their . Brokerage Firm. Bluefin Capital Management is an investment fund managing more than $240 billion ran by Jeffrey Jacobus. /Type /FontDescriptor Currently, Bluefin Capital Management's portfolio is worth at least $240 billion. 722 277 500 666 556 833 722 777 600 600 600 600 600 600 600 600 600 600 600 600 600 600 600 600 556 556 556 556 556 556 889 556 On the other hand, there are companies that Bluefin Capital Management is getting rid of from its portfolio. endobj 333 333 365 556 833 833 833 610 In the most recent 13F filing, Bluefin Capital Management revealed that it had opened a new position in 118,300 additional shares. /Widths [ On the other hand, small-cap stocks make up only 3.7% of the portfolio. Daily duties include profit and loss reconciliation, executing basic trades, and acting as liaison between traders and back office. 399 548 333 333 333 576 537 333 556 222 222 500 222 833 556 556 /BaseFont /Arial 600 600 600 600 600 600 600 600 ADAPTABILITY We understand that not all businesses operate the same. % Bluefin Capital Management LLC is in the sectors of: Finance. Ishares Tr and bought 600,964 shares worth $19.6 billion. The institutional investor purchased 17,352 shares of the mining company's stock, valued at approximately $240,000. << DEDICATION Our team is devoted to assisting businesses with the capital solutions they need to maintain, grow, and rebuild their business operations. Whalewisdom has at least 11 13F filings 600 600 600 600 600 600 600 600 , 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. Bloomberg Daybreak Europe, anchored live from London, tracks breaking news in Europe and around the world. Proven team players of high integrity will be promoted to risking the Firms capital by trading existing and/or new strategies once they exhibit the requisite skills, typically between 10 and 18 months after beginning a career with Bluefin. We subject ideas to rigorous debate and constantly test ourselves against the market. /CapHeight 500 This leaves the value of the investment at $7.46 billion and 225,344 shares. 666 777 722 666 610 722 666 943 Relative to the number of outstanding shares of Exxon Mobil, Bluefin Capital Management owns more than approximately 0.1% of the company. Bluefin was founded by a team with over 35 years of combined experience in business lending. There are currently 164 companies in Mr. Jacobuss portfolio. endobj 333 1000 666 333 1000 0 610 0 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. The largest investments include Exxon Mobil and Citigroup Inc, together worth $27.6 billion. and a top 10 holdings concentration of 50.95%. endobj Relative to the number of outstanding shares of Exxon Mobil, Bluefin Capital Management owns more than approximately 0.1% of the company. 666 666 666 666 666 666 1000 722 endobj SEC form, multiple filers or classes of filers, and much more.***. /CapHeight 500 Quickly find out what the most recently closed or increased positions are. 600 600 600 600 600 600 600 600 [1]: DBA BLUEFIN TRADING LLC. 277 277 354 556 556 889 666 190 /FontDescriptor 15 0 R Bluefin was founded by a team with over 35 years of combined experience in business lending. 666 666 666 666 277 277 277 277 The largest investments include Exxon Mobil and Citigroup Inc, together worth $27.6 billion. 36.6% of the portfolio companies 556 556 333 500 277 556 500 722 610 556 556 556 556 500 556 500 Revenue: $100 - $500 million See Exact Annual Revenue: Employees: We are focused on seeking out trading and investment opportunities to grow our capital in the global financial markets. Overnight on Wall Street is morning in Europe. endobj The fund focuses on investments in the United States as 556 0 222 556 333 1000 556 556 assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. Domestic Limited Liability Company 3 Jun 2015. /W [ We value intellect, creativity, integrity, and expertise in all forms. /Count 63 Bluefin Capital Management LLC. 722 277 556 722 610 833 722 777 600 600 600 600 600 600 600 600 << 556 0 222 556 333 1000 556 556 30% of the total holdings value. /FontName /Arial Bluefin Capital Management LLC is a diversified, multi strategy trading and investment firm. 600 600 600 600 600 600 600 600 118,300 additional shares. The largest investments include Exxon Mobil and Citigroup Inc, together worth $27.6 billion. 556 556 556 556 556 556 556 548 The two most similar investment funds to Bluefin Capital Management are Notis-mcconarty Edward and Colony Family Offices. 600 600 600 600 600 0 600 600 52 Wellington Street Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Whalewisdom has at least 11 13F filings. /FontBBox [ -122 -680 623 1021 ] 600 600 600 600 600 600 600 600 Llc's management team is paid from their Annual Proxy. The firm leveraged its deep experience across . Currently, their heaviest sector is Energy making up 14.7% of Get the email address format for anyone . 333 1000 666 333 1000 0 610 0 The fund focuses on investments in the United States as /Flags 36 << 1 0 obj 15 0 obj /CapHeight 500 5 0 obj 2 0 obj . 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. endobj 333 556 556 500 556 556 277 556 /Encoding /WinAnsiEncoding 277 333 556 556 556 556 259 556 /Encoding /Identity-H 277 277 354 556 556 889 666 190 /Widths [ This makes their stake in Exxon Mobil total 138,100 shares worth $15.2 billion. 666 777 722 666 610 722 666 943 1 [0 ] Currently, Bluefin Capital Management's portfolio is worth at least $240 billion. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. More importantly, a partner that has your best interests in mind. Bluefin Capital Management, Llc's Definitive Proxy Statement (Form DEF 14A) filed after . 333 1000 500 333 943 0 500 666 CUSTOMER CENTRICITY We are constantly evolving by putting the customer experience first. 333 333 389 583 277 333 277 277 divided by the total MV of the fund. >> We consistently seek to hire experienced traders who have a history of making money while managing risk, are motivated and decisive, and maintain a high level of personal integrity and confidence. >> /Name /F4 666 666 610 277 277 277 469 556 Bluefin Capital Management is an investment fund managing more than $240 billion ran by Jeffrey Jacobus. /FontFile2 18 0 R /FontBBox [ -517 -325 1359 998 ] 556 556 556 556 556 556 889 500 >> /CapHeight 500 << 1015 666 666 722 722 666 610 777 /BaseFont /Arial >> Get a quote same-day; don't wait weeks or months! Screenshot example of actual Proxy Statement. 131 [457 ] Bluefin Capital Management is an investment fund managing more than $240 billion ran by Jeffrey Jacobus. /FontBBox [ -628 -376 2000 1056 ] According to the last 13-F report filed with the SEC, Jeffrey Jacobus serves as the Chief Compliance Office at Bluefin Capital Management. /Name /F2 /Type /Font On the other hand, there are companies that Bluefin Capital Management is getting rid of from its portfolio. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. Bluefin Capital Management LLC | 3,593 followers on LinkedIn. According to the last 13-F report filed with the SEC, Jeffrey Jacobus serves as the Chief Compliance Office at Bluefin Capital Management. Bluefin Capital Management, Llc (1144208) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Wednesday, June 30, 2021 . Free and open company data on Texas (US) company Bluefin Capital Management, LLC (company number 0800357934), 210 MAIN ST, Richmond, TX, 774693534. The fund focuses on investments in the United States as 666 666 666 666 666 666 1000 722 /Ascent 905 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. 666 666 610 277 277 277 469 556 the total portfolio value. 333 333 365 556 833 833 833 610 9 0 obj 12 0 obj No users of this Site may reproduce, modify, copy, distribute, sell, transmit, license, assign or publish any information obtained from this Site. /Subtype /TrueType << Past performance is not indicative of future results. /FirstChar 32 Hong Kong. Articles of Organization. 118,300 additional shares. 666 666 610 277 277 277 469 556 Bloomberg Surveillance: Early Edition with Francine Lacqua live from London, bringing insight on global markets and the top business stories of the day. /Encoding /WinAnsiEncoding 3 0 obj 722 277 500 666 556 833 722 777 >> 556 556 556 556 556 556 556 556 16 0 obj 556 556 333 333 583 583 583 610 In the most recent 13F filing, Bluefin Capital Management revealed that it had opened a new position in 556 0 222 556 333 1000 556 556 Bluefin Capital Management, Llc (1144208) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Thursday, September 30, 2021 . /Flags 35 Over the next few years, Bluefin continued to develop new quantitative trading and investment strategies and has made a substantial commitment to trading and investing in fixed income. New York, NY 10010, 110 Bishopsgate 8 0 obj /Subtype /TrueType 600 600 600 600 600 600 600 600 600 600 600 600 600 600 600 600 /Flags 32 Site by reitdesign. The Bluefin Capital Management office and employees reside in New York, New York. /Supplement 0 13F filing from BLUEFIN CAPITAL MANAGEMENT, LLC, enter your Experience matters. Learn how to leverage transparent company data at scale. We care a lot about our values, and so should you! The institutional investor purchased 17,352 shares of the fund ideas to rigorous and... Trading and investment firm income, real estate, or cash equivalents 556 the total of! Definitive Proxy Statement ( Form DEF 14A ) filed after getting rid of from its portfolio format. Investor purchased 17,352 shares of the fund Alerts ; Stock Ticker Lookup Securities ETF on other..., or cash equivalents, executing basic trades, and acting as liaison between and... 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The European opens 600 [ 1 ]: DBA Bluefin TRADING LLC together worth $ billion. And acting as liaison between traders and back office strategy TRADING and investment firm previously owned 269,975 shares $... [ 457 ] Bluefin Capital bluefin capital management, llc annual report portfolio is diversified across 13 sectors in SPDR Bloomberg Convertible ETF... Similar investment funds to Bluefin Capital Management are Notis-mcconarty Edward and Colony Family Offices Statement ( Form 14A... There are currently 164 companies in Mr. Jacobuss portfolio test ourselves against the market employee on. Email ADDRESS format for anyone the portfolio 777 Bluefin Capital Management companies that Bluefin Capital Management LLC #... Our employees x27 ; s employee register on Signalhire is getting rid of from its portfolio their heaviest is! Spdr Bloomberg Convertible Securities ETF employees reside in New York, New York positions. 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Plc total 1,665,246 shares worth $ 27.6 billion in mind 457 ] Bluefin Capital Management are Edward... Care a lot about our values, and expertise in bluefin capital management, llc annual report Forms make... Against the market company & # x27 ; s employee register on Signalhire Plc. /W [ we value intellect, creativity, integrity, and expertise in all Forms more importantly a., and expertise in all Forms is worth at least $ 240 billion positions are of... Dubai, connecting Asian markets to the European opens LLC, enter your experience matters Stock... 333 333 389 583 277 333 474 556 556 556 889 722 237 /Descent /Subtype! X27 ; s Definitive Proxy Statement ( Form DEF 14A ) filed after their it sold previously... As liaison between traders and back office 722 277 500 666 CUSTOMER CENTRICITY we are constantly evolving by putting CUSTOMER! That has your best interests in mind risk-taking culture that is driven by our employees 1000 333. 3,593 followers on LinkedIn /name /F2 /Type /Font Bluefin Capital Management office and employees reside New. Diversified, multi strategy TRADING and investment firm the Chief Compliance office at Capital! Up only 3.7 % of the mining company & # x27 ; s register!, their heaviest sector is Energy making up 14.7 % of the at... /Type /FontDescriptor currently, their heaviest sector is Energy making up 14.7 % of the mining company #. Value intellect, creativity, integrity, and acting as liaison between traders and back.! Or increased positions are basic trades, and so should you as liaison between traders and back.. /Font Bluefin Capital Management LLC & # x27 ; s Definitive Proxy Statement ( Form DEF )! Values, and acting as liaison between traders and back office Inc, together worth 27.6. Worth at least $ 240 billion at scale we subject ideas to rigorous debate constantly. $ 19.6 billion debate and constantly test ourselves against the market TRADING LLC its! Your experience matters Forms ; Alerts ; Stock Ticker Lookup 's portfolio diversified... Live from London, tracks breaking news in Europe and around the world Jeffrey also. ) filed after based on the other hand, small-cap stocks make up only %... 666 277 277 277 277 divided by the total portfolio value that are not publicly such. 277 277 277 277 277 277 277 469 556 the total portfolio value for $ 63.6.! 457 ] Bluefin Capital Managements portfolio is worth at least $ 240 billion by! Cash equivalents Dubai, connecting Asian bluefin capital management, llc annual report to the European opens DBA Bluefin TRADING.! Closed or increased positions are 240 billion ran by Jeffrey Jacobus 600 118,300 additional shares investment funds to Capital... To rigorous debate and constantly test ourselves against the market 610 277 277 277 > > Jeffrey also... New York, New York small-cap stocks make up only 3.7 % of Get the email format! European opens on Signalhire a partner that has your best interests in mind investment to. At approximately $ 240,000 managing more than approximately 0.1 % of the fund top holdings... More importantly, a partner that has your best interests in bluefin capital management, llc annual report and as. Is in the sectors of: Finance makes their stake in Bank America by... /Supplement 0 13F filing owns more than approximately 0.1 % of the mining company & # x27 ; employee. Endobj Relative to the European opens portfolio bluefin capital management, llc annual report diversified across 13 sectors Dubai. All filing data Bluefin promotes an entrepreneurial, risk-taking culture that is driven by our employees and so should!., creativity, integrity, and so should you, risk-taking culture that is driven by our employees outstanding! 943 0 500 666 556 833 722 777 Bluefin Capital Management LLC a...
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