9AT: BLUE MARLIN HOLDCO LLC

other names

BLUE MARLIN HOLDCO LLC

Adviser Profile

As of Date	03/20/2026
ADV Location	BETHESDA, MD, United States
Adviser Type - Mid-sized advisory firm
Number of Employees	13 44%
of those in investment advisory functions	9 29%
Registration	SEC, Approved, 12/10/2021

AUM^*	52,655,931 -91%
of that, discretionary	52,655,931 -91%
Private Fund GAV^*	46,777,587 40%
Avg Account Size	52,655,931 74%
SMA’s	No
Private Funds	1
Contact Info	202 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count1	GAV$46,777,587

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser DELOS CAPITAL MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund169.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV169.6m	AUM169.6m	#Funds4
Adviser ONYXPOINT GLOBAL MANAGEMENT LP	Hedge Fund146.2m	Liquidity Fund-	Private Equity Fund299.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV446.0m	AUM481.2m	#Funds6
Adviser ARETEX CAPITAL MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund251.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV251.6m	AUM251.6m	#Funds1
Adviser B-29 ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM348.1m	#Funds-
Adviser POTENTUM PARTNERS, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund32.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV32.2m	AUM773.3m	#Funds1
Adviser ATWATER CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund497.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund27.4m	Total Private Fund GAV524.4m	AUM491.5m	#Funds18
Adviser TELEO CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund894.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV894.1m	AUM894.1m	#Funds8
Adviser BENCH WALK ADVISORS LLC	Hedge Fund1.9m	Liquidity Fund-	Private Equity Fund791.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV793.3m	AUM707.6m	#Funds97
Adviser BVP MANAGEMENT COMPANY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund335.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV335.2m	AUM335.2m	#Funds13
Adviser INVICTUS GROWTH PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund19.7m	Total Private Fund GAV1.3b	AUM1.3b	#Funds20

Brochure Summary

Overview

Blue Marlin HoldCo LLC (“Blue Marlin” or the “Firm”), a Delaware limited liability company formed in 2018 and reorganized in 2021, is registered with the SEC as an investment adviser. Blue Marlin is owned by its partners: Peter Kirsch, David Williams and Scott Brickman (the “Principals”) (the ownership interests of Mr. Williams and Mr. Brickman are held through their personal and family investment vehicles). Mr. Kirsch is the Managing Partner of Blue Marlin and is primarily responsible for the Firm’s day-to-day investment operations. Blue Marlin and its affiliates launched Blue Marlin Opportunities, LP, a private equity investment fund (the “Fund”) in February 2023. The Fund is offered exclusively on a “private placement” basis to select qualified investors pursuant to terms and conditions set forth in the Fund’s Private Placement Memorandum (the “Memorandum”). Generally, the Fund will seek to achieve a high level of capital appreciation for its investors by primarily making private equity investments in lower-middle market companies alongside Blue Marlin, its Principals, and/or others

with whom Blue Marlin and its principals have relationships. An affiliate of Blue Marlin, Blue Marlin Services, LLC (“Blue Marlin Services”), serves as the investment adviser to the Fund. Blue Marlin Services is expected to be a relying adviser (that relies on the SEC registration of Blue Marlin) following the launch of the Fund. Blue Marlin is also expected to serve as the managing member of Blue Marlin Capital Partners, LLC; Blue Marlin Southwest, LLC; Blue Marlin Southeast, LLC; Blue Marlin Midsouth, LLC; Blue Marlin Mountain West, LLC; and Blue Marlin Midwest, LLC (each, a “Cohort Partnership”) and as the investment adviser to the special purpose vehicles (each, an “SPV”) through which certain members of the Cohort Partnerships have made private equity investments. Please see the Memorandum and Item 8 for more information on the Fund’s investment strategies and Blue Marlin’s advisory business. Blue Marlin does not tailor the investment decisions of the Fund to individual investors, and investors generally will not be able to impose restrictions on the Fund’s investments.

BLUE MARLIN HOLDCO LLC

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Brochure Summary

Overview