Blue Marlin Holdco LLC

Blue Marlin HoldCo LLC is an investment adviser registered with the SEC, specializing in private equity investments in lower-middle market companies. The firm was formed in 2018 and reorganized in 2021. Blue Marlin manages a private equity investment fund, Blue Marlin Opportunities, LP, which primarily makes private equity investments alongside the firm and its affiliates. The fund aims to achieve capital appreciation for investors through private equity investments. Blue Marlin does not tailor investment decisions to individual investors and generally does not allow restrictions on the fund's investments. The firm charges management fees for its services, may receive carried interest, and other ancillary fees related to its activities. Blue Marlin has a Code of Ethics in place to ensure fair and honest dealings with clients. The firm has discretion over investment advisory services provided to the fund and certain affiliates, with the ability to determine securities to be bought and sold within the fund's guidelines. Blue Marlin has custody of client assets and complies with regulatory requirements. The firm does not typically use brokers for transactions but may engage them if needed. Blue Marlin has no disciplinary events, and its financial condition does not impair its ability to meet commitments.